Whitener Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-50	Closed	-$5K	–	277
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	401
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	379
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	382
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	361
2018 Q3	$6K	Buy	+50	New	+$6.73K	﹤0.01%	367
2018 Q2	–	Sell	-50	Closed	-$6K	–	255
2018 Q1	$6K	Hold	50	–	–	﹤0.01%	376
2017 Q4	$6K	Buy	+50	New	+$6.25K	0.01%	357

Other funds holding IWN

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Whitener Capital Management's IWN Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2019, closing a stake of 50 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in IWN in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 741 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

Whitener Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 50 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $5K.
Whitener Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Russell 2000 Value ETF position peaked at $6K in Q2 2019.
741 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.