WA
IWN icon

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

WP 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
2019
Q2 		– Sell
-174
Closed -$20.8K – 113
2019
Q1 		$20.8K Buy
+174
New +$20.8K 0.02% 174
2018
Q4 		– Sell
-91
Closed -$12K – 149
2018
Q3 		$12K Buy
91
+1
+1% +$135 0.01% 207
2018
Q2 		$12K Buy
+90
New +$11.6K 0.01% 217

Other funds holding IWN

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WP Advisors's IWN Position: Q2 2019 in Review

WP Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2019, closing a stake of 174 shares — an estimated $20.8K sold.

WP Advisors first reported a position in IWN in Q2 2018 and held it in 3 quarters. The position peaked at $20.8K in Q1 2019. 654 funds tracked by Wall St. Rank hold IWN as of Q2 2019.

  • WP Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 174 iShares Russell 2000 Value ETF shares in Q2 2019, an estimated $20.8K.
  • WP Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and held it in 3 quarters.
  • WP Advisors's iShares Russell 2000 Value ETF position peaked at $20.8K in Q1 2019.
  • 654 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.