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Sharkey, Howes & Javer’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-425
Closed -$44K – 225
2015
Q1 		$44K Buy
+425
New +$42.9K 0.03% 98

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sharkey, Howes & Javer's IWN Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2015, closing a stake of 425 shares — an estimated $44K sold.

Sharkey, Howes & Javer first reported a position in IWN in Q1 2015 and held it in 1 quarter. The position peaked at $44K in Q1 2015. 395 funds tracked by Wall St. Rank hold IWN as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining iShares Russell 2000 Value ETF position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 425 iShares Russell 2000 Value ETF shares in Q2 2015, an estimated $44K.
  • Sharkey, Howes & Javer first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's iShares Russell 2000 Value ETF position peaked at $44K in Q1 2015.
  • 395 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.