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Stanford Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stanford Investment Group’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
2016
Q1 		– Sell
-152
Closed -$14K – 361
2015
Q4 		$14K Hold
152
– – 0.01% 247
2015
Q3 		$14K Buy
152
+10
+7% +$960 0.01% 251
2015
Q2 		$14K Hold
142
– – 0.01% 263
2015
Q1 		$15K Hold
142
– – 0.01% 256
2014
Q4 		$14K Buy
+142
New +$13.9K 0.01% 262

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stanford Investment Group's IWN Position: Q1 2016 in Review

Stanford Investment Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2016, closing a stake of 152 shares — an estimated $14K sold.

Stanford Investment Group first reported a position in IWN in Q4 2014 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 423 funds tracked by Wall St. Rank hold IWN as of Q1 2016.

  • Stanford Investment Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2016 after selling out during the quarter.
  • Stanford Investment Group sold 152 iShares Russell 2000 Value ETF shares in Q1 2016, an estimated $14K.
  • Stanford Investment Group first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 5 quarters.
  • Stanford Investment Group's iShares Russell 2000 Value ETF position peaked at $15K in Q1 2015.
  • 423 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2016.

Based on Stanford Investment Group's 13F filing for Q1 2016, filed 10 Nov 2016.