SFM
IWN icon

Signature Financial Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Signature Financial Management’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
Q4 		– Sell
-1,625
Closed -$216K – 151
2018
Q3 		$216K Hold
1,625
– – 0.04% 152
2018
Q2 		$214K Buy
+1,625
New +$209K 0.05% 152
2018
Q1 		– Sell
-1,625
Closed -$204K – 162
2017
Q4 		$204K Buy
+1,625
New +$203K 0.06% 108

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Signature Financial Management's IWN Position: Q4 2018 in Review

Signature Financial Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 1,625 shares — an estimated $216K sold.

Signature Financial Management first reported a position in IWN in Q4 2017 and held it in 3 quarters. The position peaked at $216K in Q3 2018. 667 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Signature Financial Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 1,625 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $216K.
  • Signature Financial Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 3 quarters.
  • Signature Financial Management's iShares Russell 2000 Value ETF position peaked at $216K in Q3 2018.
  • 667 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.