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Stillwater Investment Management (Minnesota)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stillwater Investment Management (Minnesota)’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
2020
Q1 		– Sell
-1,941
Closed -$250K – 66
2019
Q4 		$250K Buy
1,941
+21
+1% +$2.6K 0.09% 63
2019
Q3 		$229K Sell
1,920
-461
-19% -$54.5K 0.1% 63
2019
Q2 		$287K Sell
2,381
-104,589
-98% -$12.6M 0.12% 62
2019
Q1 		$12.8M Buy
106,970
+2,972
+3% +$355K 5.25% 3
2018
Q4 		$11.2M Buy
103,998
+2,022
+2% +$243K 5.23% 3
2018
Q3 		$13.6M Buy
101,976
+4,133
+4% +$557K 5.48% 3
2018
Q2 		$12.9M Buy
97,843
+2,485
+3% +$320K 5.57% 3
2018
Q1 		$11.6M Buy
+95,358
New +$11.9M 5.07% 3
2017
Q4 		– Sell
-90,289
Closed -$11.2M – 69
2017
Q3 		$11.2M Buy
90,289
+3,269
+4% +$385K 5.1% 3
2017
Q2 		$10.3M Buy
87,020
+3,188
+4% +$375K 4.91% 3
2017
Q1 		$9.91M Buy
83,832
+7,293
+10% +$865K 4.74% 3
2016
Q4 		$9.1M Buy
76,539
+5,688
+8% +$629K 4.7% 3
2016
Q3 		$7.42M Buy
70,851
+3,691
+5% +$378K 4.02% 3
2016
Q2 		$6.53M Buy
67,160
+2,081
+3% +$198K 3.73% 3
2016
Q1 		$6.06M Buy
65,079
+709
+1% +$61.5K 3.6% 3
2015
Q4 		$5.92M Buy
64,370
+2,113
+3% +$201K 3.69% 3
2015
Q3 		$5.61M Buy
62,257
+1,295
+2% +$124K 3.77% 3
2015
Q2 		$6.22M Buy
60,962
+2,611
+4% +$269K 3.94% 3
2015
Q1 		$6.02M Buy
58,351
+10,090
+21% +$1.02M 3.87% 3
2014
Q4 		$4.91M Buy
48,261
+3,922
+9% +$384K 3.3% 4
2014
Q3 		$4.15M Buy
44,339
+2,657
+6% +$263K 2.92% 4
2014
Q2 		$4.3M Buy
41,682
+2,928
+8% +$291K 3.1% 4
2014
Q1 		$3.91M Buy
38,754
+3,514
+10% +$346K 2.98% 3
2013
Q4 		$3.51M Buy
+35,240
New +$3.37M 2.68% 3

Other funds holding IWN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s IWN Position: Q1 2020 in Review

Stillwater Investment Management (Minnesota) sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 1,941 shares — an estimated $250K sold.

Stillwater Investment Management (Minnesota) first reported a position in IWN in Q4 2013 and held it in 24 quarters. The position peaked at $13.6M in Q3 2018. 666 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Stillwater Investment Management (Minnesota) reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Stillwater Investment Management (Minnesota) sold 1,941 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $250K.
  • Stillwater Investment Management (Minnesota) first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 24 quarters.
  • Stillwater Investment Management (Minnesota)'s iShares Russell 2000 Value ETF position peaked at $13.6M in Q3 2018.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2020, filed 3 Apr 2020.