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Rockefeller Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Rockefeller Financial Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-56
Closed -$7K – 483
2016
Q4 		$7K Hold
56
– – ﹤0.01% 476
2016
Q3 		$6K Hold
56
– – ﹤0.01% 437
2016
Q2 		$5K Hold
56
– – ﹤0.01% 450
2016
Q1 		$5K Hold
56
– – ﹤0.01% 564
2015
Q4 		$5K Buy
+56
New +$5K ﹤0.01% 508