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Vestor Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vestor Capital’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
Q1 		– Sell
-914
Closed -$98K – 147
2018
Q4 		$98K Hold
914
– – 0.02% 82
2018
Q3 		$122K Hold
914
– – 0.02% 84
2018
Q2 		$121K Hold
914
– – 0.02% 87
2018
Q1 		$111K Hold
914
– – 0.02% 89
2017
Q4 		$115K Sell
914
-89
-9% -$11.1K 0.02% 89
2017
Q3 		$124K Hold
1,003
– – 0.03% 90
2017
Q2 		$119K Buy
+1,003
New +$118K 0.03% 91

Other funds holding IWN

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.57B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return