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TI-Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

TI-Trust’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 		$38K Buy
+299
New +$37K 0.04% 209

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TI-Trust's IWN Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2019: 299 shares worth $38K. The stake represents 0.04% of the portfolio and ranks #209 among its holdings.

740 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

  • TI-Trust held 299 shares of iShares Russell 2000 Value ETF worth $38K as of Q4 2019.
  • iShares Russell 2000 Value ETF was a new TI-Trust position in Q4 2019.
  • iShares Russell 2000 Value ETF made up 0.04% of TI-Trust's portfolio in Q4 2019, its #209 holding.
  • 740 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.