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Strategic Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Strategic 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
2013
Q3 		– Sell
-95,592
Closed -$8.21M – 30
2013
Q2 		$8.21M Buy
+95,592
New +$8.1M 8.6% 2

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management's IWN Position: Q3 2013 in Review

Strategic Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2013, closing a stake of 95,592 shares — an estimated $8.21M sold.

Strategic Wealth Management first reported a position in IWN in Q2 2013 and held it in 1 quarter. The position peaked at $8.21M in Q2 2013. 328 funds tracked by Wall St. Rank hold IWN as of Q3 2013.

  • Strategic Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Strategic Wealth Management sold 95,592 iShares Russell 2000 Value ETF shares in Q3 2013, an estimated $8.21M.
  • Strategic Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 1 quarter.
  • Strategic Wealth Management's iShares Russell 2000 Value ETF position peaked at $8.21M in Q2 2013.
  • 328 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2013.

Based on Strategic Wealth Management's 13F filing for Q3 2013, filed 30 Oct 2013.