WWM
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Willingdon Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Willingdon Wealth 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
2020
Q1 		$8K Hold
100
– – ﹤0.01% 217
2019
Q4 		$13K Sell
100
-30
-23% -$3.71K ﹤0.01% 235
2019
Q3 		$16K Hold
130
– – ﹤0.01% 222
2019
Q2 		$16K Hold
130
– – ﹤0.01% 213
2019
Q1 		$16K Hold
130
– – ﹤0.01% 227
2018
Q4 		$14K Hold
130
– – ﹤0.01% 251
2018
Q3 		$17K Hold
130
– – ﹤0.01% 272
2018
Q2 		$17K Buy
+130
New +$16.8K 0.01% 243

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return