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Smith & Howard Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-73
Closed -$7K – 128
2013
Q4 		$7K Hold
73
– – ﹤0.01% 213
2013
Q3 		$7K Sell
73
-1
-1% -$90 ﹤0.01% 211
2013
Q2 		$6K Buy
+74
New +$6.27K ﹤0.01% 195

Other funds holding IWN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Smith & Howard Wealth Management's IWN Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2014, closing a stake of 73 shares — an estimated $7K sold.

Smith & Howard Wealth Management first reported a position in IWN in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 374 funds tracked by Wall St. Rank hold IWN as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 73 iShares Russell 2000 Value ETF shares in Q1 2014, an estimated $7K.
  • Smith & Howard Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's iShares Russell 2000 Value ETF position peaked at $7K in Q4 2013.
  • 374 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.