S&CO Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

S&CO Inc’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
2018 Q2	–	Sell	-1,782	Closed	-$217K	–	203
2018 Q1	$217K	Buy	+1,782	New	+$223K	0.03%	195

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

S&CO Inc's IWN Position: Q2 2018 in Review

S&CO Inc sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2018, closing a stake of 1,782 shares — an estimated $217K sold.

S&CO Inc first reported a position in IWN in Q1 2018 and held it in 1 quarter. The position peaked at $217K in Q1 2018. 603 funds tracked by Wall St. Rank hold IWN as of Q2 2018.

S&CO Inc reported no remaining iShares Russell 2000 Value ETF position as of Q2 2018 after selling out during the quarter.
S&CO Inc sold 1,782 iShares Russell 2000 Value ETF shares in Q2 2018, an estimated $217K.
S&CO Inc first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and held it in 1 quarter.
S&CO Inc's iShares Russell 2000 Value ETF position peaked at $217K in Q1 2018.
603 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2018.

Based on S&CO Inc's 13F filing for Q2 2018, filed 27 Jul 2018.