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US Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-483
Closed -$45K – 211
2016
Q1 		$45K Hold
483
– – 0.08% 94
2015
Q4 		$44K Buy
483
+456
+1,689% +$43.3K 0.04% 153
2015
Q3 		$2K Buy
+27
New +$2.59K ﹤0.01% 398

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

US Financial Advisors's IWN Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2016, closing a stake of 483 shares — an estimated $45K sold.

US Financial Advisors first reported a position in IWN in Q3 2015 and held it in 3 quarters. The position peaked at $45K in Q1 2016. 429 funds tracked by Wall St. Rank hold IWN as of Q2 2016.

  • US Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 483 iShares Russell 2000 Value ETF shares in Q2 2016, an estimated $45K.
  • US Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's iShares Russell 2000 Value ETF position peaked at $45K in Q1 2016.
  • 429 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.