Rushmore Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Rushmore Investment Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$10.7M	Buy	+124,395	New	+$10.5M	2.18%	9

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rushmore Investment Advisors's IWN Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2013: 124,395 shares worth $10.7M. The stake represents 2.18% of the portfolio and ranks #9 among its holdings.

312 funds tracked by Wall St. Rank hold IWN as of Q2 2013.

Rushmore Investment Advisors held 124,395 shares of iShares Russell 2000 Value ETF worth $10.7M as of Q2 2013.
iShares Russell 2000 Value ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell 2000 Value ETF made up 2.18% of Rushmore Investment Advisors's portfolio in Q2 2013, its #9 holding.
312 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.