Wealthfront’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealthfront’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 Q3	$233K	Buy	1,751 +96	+6%	+$12.9K	﹤0.01%	488
2018 Q2	$218K	Buy	+1,655	New	+$213K	﹤0.01%	485
2018 Q1	–	Sell	-1,743	Closed	-$219K	–	514
2017 Q4	$219K	Sell	1,743 -7,352	-81%	-$919K	﹤0.01%	482
2017 Q3	$1.13M	Buy	9,095 +7,252	+393%	+$855K	0.01%	172
2017 Q2	$219K	Sell	1,843 -18	-1%	-$2.12K	﹤0.01%	436
2017 Q1	$220K	Buy	+1,861	New	+$221K	﹤0.01%	403
2015 Q4	–	Sell	-15	Closed	-$1K	–	665
2015 Q3	$1K	Buy	+15	New	+$1.44K	﹤0.01%	1205

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthfront's IWN Position: Q3 2018 in Review

Wealthfront increased its iShares Russell 2000 Value ETF (IWN) stake by 5.8% in Q3 2018, buying an estimated $12.9K and bringing the position to 1,751 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Wealthfront first reported a position in IWN in Q3 2015 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2017. 621 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

Wealthfront held 1,751 shares of iShares Russell 2000 Value ETF worth $233K as of Q3 2018.
Wealthfront bought 96 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $12.9K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #488 holding.
Wealthfront first reported a position in iShares Russell 2000 Value ETF in Q3 2015 and has held it in 7 quarters since.
Wealthfront's iShares Russell 2000 Value ETF position peaked at $1.13M in Q3 2017.
621 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.