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Vulcan Value Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vulcan Value Partners’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
2020
Q1 		– Sell
-5,723
Closed -$736K – 46
2019
Q4 		$736K Buy
+5,723
New +$708K 0.01% 50

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Bank of America
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vulcan Value Partners's IWN Position: Q1 2020 in Review

Vulcan Value Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 5,723 shares — an estimated $736K sold.

Vulcan Value Partners first reported a position in IWN in Q4 2019 and held it in 1 quarter. The position peaked at $736K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Vulcan Value Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Vulcan Value Partners sold 5,723 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $736K.
  • Vulcan Value Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Vulcan Value Partners's iShares Russell 2000 Value ETF position peaked at $736K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Vulcan Value Partners's 13F filing for Q1 2020, filed 15 May 2020.