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

Windsor 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
2013
Q4 		– Sell
-100
Closed -$9K – 401
2013
Q3 		$9K Buy
+100
New +$9.02K 0.01% 347

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TCT
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
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CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
T. Rowe Price Associates
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Windsor Capital Management's IWN Position: Q4 2013 in Review

Windsor Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2013, closing a stake of 100 shares — an estimated $9K sold.

Windsor Capital Management first reported a position in IWN in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 368 funds tracked by Wall St. Rank hold IWN as of Q4 2013.

  • Windsor Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 100 iShares Russell 2000 Value ETF shares in Q4 2013, an estimated $9K.
  • Windsor Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and held it in 1 quarter.
  • Windsor Capital Management's iShares Russell 2000 Value ETF position peaked at $9K in Q3 2013.
  • 368 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2013.

Based on Windsor Capital Management's 13F filing for Q4 2013, filed 10 Jan 2014.