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Shepherd Kaplan Krochuk’s iShares Russell 2000 Value ETF IWN Stock Holding History

Shepherd Kaplan Krochuk’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
2017
Q4 		– Sell
-200
Closed -$25K – 259
2017
Q3 		$25K Buy
+200
New +$23.6K 0.02% 215
2017
Q1 		– Sell
-1,500
Closed -$178K – 273
2016
Q4 		$178K Buy
+1,500
New +$166K 0.05% 185

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Shepherd Kaplan Krochuk's IWN Position: Q3 2020 in Review

Shepherd Kaplan Krochuk sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 2,200 shares — an estimated $214K sold.

Shepherd Kaplan Krochuk first reported a position in IWN in Q4 2013 and held it in 10 quarters. The position peaked at $2.64M in Q4 2017. 635 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Shepherd Kaplan Krochuk reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,200 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $214K.
  • Shepherd Kaplan Krochuk first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 10 quarters.
  • Shepherd Kaplan Krochuk's iShares Russell 2000 Value ETF position peaked at $2.64M in Q4 2017.
  • 635 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2020, filed 13 Nov 2020.