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United Services Automobile Association’s iShares Russell 2000 Value ETF IWN Stock Holding History

United Services Automobile Association’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
2017
Q4 		– Sell
-227,945
Closed -$28.3M – 1472
2017
Q3 		$28.3M Buy
227,945
+31,391
+16% +$3.7M 0.08% 267
2017
Q2 		$23.4M Buy
196,554
+29,713
+18% +$3.49M 0.07% 300
2017
Q1 		$19.7M Buy
166,841
+11,795
+8% +$1.4M 0.06% 336
2016
Q4 		$18.4M Buy
155,046
+93,987
+154% +$10.4M 0.06% 337
2016
Q3 		$6.4M Buy
+61,059
New +$6.26M 0.02% 638
2015
Q3 		– Sell
-468,452
Closed -$47.8M – 1295
2015
Q2 		$47.8M Buy
468,452
+6,993
+2% +$720K 0.17% 143
2015
Q1 		$47.6M Buy
461,459
+6,770
+1% +$683K 0.17% 145
2014
Q4 		$46.2M Buy
454,689
+4,707
+1% +$461K 0.16% 151
2014
Q3 		$42.1M Buy
449,982
+8,434
+2% +$835K 0.15% 152
2014
Q2 		$45.6M Buy
441,548
+15,041
+4% +$1.5M 0.17% 148
2014
Q1 		$43M Sell
426,507
-102,374
-19% -$10.1M 0.17% 138
2013
Q4 		$52.6M Buy
528,881
+1,288
+0.2% +$123K 0.21% 115
2013
Q3 		$48.3M Buy
527,593
+5,147
+1% +$464K 0.21% 119
2013
Q2 		$44.9M Buy
+522,446
New +$44.2M 0.21% 117

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Services Automobile Association's IWN Position: Q4 2017 in Review

United Services Automobile Association sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2017, closing a stake of 227,945 shares — an estimated $28.3M sold.

United Services Automobile Association first reported a position in IWN in Q2 2013 and held it in 14 quarters. The position peaked at $52.6M in Q4 2013. 629 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

  • United Services Automobile Association reported no remaining iShares Russell 2000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • United Services Automobile Association sold 227,945 iShares Russell 2000 Value ETF shares in Q4 2017, an estimated $28.3M.
  • United Services Automobile Association first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 14 quarters.
  • United Services Automobile Association's iShares Russell 2000 Value ETF position peaked at $52.6M in Q4 2013.
  • 629 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on United Services Automobile Association's 13F filing for Q4 2017, filed 14 Feb 2018.