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AJ Wealth Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History

AJ Wealth Strategies’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
2021
Q2 		– Sell
-1,445
Closed -$230K – 277
2021
Q1 		$230K Buy
+1,445
New +$218K 0.02% 236
2020
Q3 		– Sell
-6,502
Closed -$634K – 228
2020
Q2 		$634K Hold
6,502
– – 0.07% 112
2020
Q1 		$533K Buy
+6,502
New +$729K 0.07% 89

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJ Wealth Strategies's IWN Position: Q2 2021 in Review

AJ Wealth Strategies sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 1,445 shares — an estimated $230K sold.

AJ Wealth Strategies first reported a position in IWN in Q1 2020 and held it in 3 quarters. The position peaked at $634K in Q2 2020. 851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • AJ Wealth Strategies reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 1,445 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $230K.
  • AJ Wealth Strategies first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 3 quarters.
  • AJ Wealth Strategies's iShares Russell 2000 Value ETF position peaked at $634K in Q2 2020.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on AJ Wealth Strategies's 13F filing for Q2 2021, filed 16 Aug 2021.