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

WealthShield’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
2017
Q4 		$36K Buy
+281
New +$35.1K 0.02% 162

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthShield's IWN Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2017: 281 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings.

630 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

  • WealthShield held 281 shares of iShares Russell 2000 Value ETF worth $36K as of Q4 2017.
  • iShares Russell 2000 Value ETF was a new WealthShield position in Q4 2017.
  • iShares Russell 2000 Value ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #162 holding.
  • 630 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.