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Vickerman & Driscoll Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vickerman & Driscoll 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
2018
Q4 		– Sell
-452
Closed -$60K – 86
2018
Q3 		$60K Hold
452
– – 0.04% 81
2018
Q2 		$60K Sell
452
-19
-4% -$2.45K 0.04% 82
2018
Q1 		$57K Hold
471
– – 0.04% 85
2017
Q4 		$59K Buy
+471
New +$58.9K 0.05% 78

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
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWN Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 452 shares — an estimated $60K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWN in Q4 2017 and held it in 4 quarters. The position peaked at $60K in Q3 2018. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 452 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $60K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's iShares Russell 2000 Value ETF position peaked at $60K in Q3 2018.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.