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Stearns Financial Services Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stearns Financial Services 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
2019
Q4 		– Sell
-11
Closed -$1K – 189
2019
Q3 		$1K Buy
+11
New +$1.3K ﹤0.01% 172
2019
Q1 		– Sell
-149
Closed -$16K – 176
2018
Q4 		$16K Hold
149
– – ﹤0.01% 160
2018
Q3 		$20K Buy
+149
New +$20.1K ﹤0.01% 156

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Stearns Financial Services Group's IWN Position: Q4 2019 in Review

Stearns Financial Services Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Stearns Financial Services Group first reported a position in IWN in Q3 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 741 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

  • Stearns Financial Services Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Stearns Financial Services Group sold 11 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $1K.
  • Stearns Financial Services Group first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 3 quarters.
  • Stearns Financial Services Group's iShares Russell 2000 Value ETF position peaked at $20K in Q3 2018.
  • 741 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on Stearns Financial Services Group's 13F filing for Q4 2019, filed 14 Feb 2020.