Simmons Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Simmons Bank’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 Q3	–	Sell	-10,530	Closed	-$1.25M	–	315
2017 Q2	$1.25M	Buy	10,530 +47	+0.4%	+$5.53K	0.14%	134
2017 Q1	$1.24M	Sell	10,483 -40	-0.4%	-$4.75K	0.14%	126
2016 Q4	$1.25M	Buy	10,523 +101	+1%	+$11.2K	0.14%	137
2016 Q3	$1.09M	Sell	10,422 -66	-0.6%	-$6.76K	0.12%	141
2016 Q2	$1.02M	Sell	10,488 -257	-2%	-$24.5K	0.11%	153
2016 Q1	$1M	Buy	+10,745	New	+$932K	0.11%	154

Other funds holding IWN

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Simmons Bank's IWN Position: Q3 2017 in Review

Simmons Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2017, closing a stake of 10,530 shares — an estimated $1.25M sold.

Simmons Bank first reported a position in IWN in Q1 2016 and held it in 6 quarters. The position peaked at $1.25M in Q2 2017. 534 funds tracked by Wall St. Rank hold IWN as of Q3 2017.

Simmons Bank reported no remaining iShares Russell 2000 Value ETF position as of Q3 2017 after selling out during the quarter.
Simmons Bank sold 10,530 iShares Russell 2000 Value ETF shares in Q3 2017, an estimated $1.25M.
Simmons Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and held it in 6 quarters.
Simmons Bank's iShares Russell 2000 Value ETF position peaked at $1.25M in Q2 2017.
534 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2017.

Based on Simmons Bank's 13F filing for Q3 2017, filed 14 Nov 2017.