WFG Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

WFG 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
2017 Q2	$1.29M	Buy	10,844 +2,088	+24%	+$245K	0.29%	91
2017 Q1	$1.03M	Buy	8,756 +2,008	+30%	+$238K	0.28%	84
2016 Q4	$803K	Buy	6,748 +3,756	+126%	+$415K	0.2%	127
2016 Q3	$313K	Buy	2,992 +1,889	+171%	+$194K	0.08%	263
2016 Q2	$107K	Buy	1,103 +699	+173%	+$66.6K	0.03%	479
2016 Q1	$38K	Buy	404 +2	+0.5%	+$174	0.01%	739
2015 Q4	$37K	Buy	402 +3	+0.8%	+$285	0.01%	740
2015 Q3	$36K	Buy	399 +82	+26%	+$7.87K	0.01%	737
2015 Q2	$32K	Sell	317 -10	-3%	-$1.03K	0.01%	846
2015 Q1	$34K	Sell	327 -271	-45%	-$27.3K	0.01%	825
2014 Q4	$61K	Buy	598 +2	+0.3%	+$196	0.01%	806
2014 Q3	$56K	Buy	596 +3	+0.5%	+$297	0.01%	886
2014 Q2	$61K	Hold	593	–	–	0.01%	835
2014 Q1	$60K	Sell	593 -249	-30%	-$24.5K	0.01%	836
2013 Q4	$84K	Buy	842 +4	+0.5%	+$382	0.01%	805
2013 Q3	$77K	Buy	838 +110	+15%	+$9.92K	0.01%	784
2013 Q2	$63K	Buy	+728	New	+$61.7K	0.01%	801

Other funds holding IWN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WFG Advisors's IWN Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 24% in Q2 2017, buying an estimated $245K and bringing the position to 10,844 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #91.

WFG Advisors first reported a position in IWN in Q2 2013 and has held it in 17 quarters since. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2017.

WFG Advisors held 10,844 shares of iShares Russell 2000 Value ETF worth $1.29M as of Q2 2017.
WFG Advisors bought 2,088 iShares Russell 2000 Value ETF shares in Q2 2017, an estimated $245K.
iShares Russell 2000 Value ETF made up 0.29% of WFG Advisors's portfolio in Q2 2017, its #91 holding.
WFG Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 17 quarters since.
527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.