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

Altavista 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
2021
Q4 		$234K Hold
1,409
– – 0.05% 182
2021
Q3 		$226K Sell
1,409
-101
-7% -$16.2K 0.05% 174
2021
Q2 		$250K Buy
1,510
+101
+7% +$16.7K 0.05% 171
2021
Q1 		$225K Buy
+1,409
New +$213K 0.05% 165

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Altavista Wealth Management's IWN Position: Q4 2021 in Review

Altavista Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2021 at 1,409 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #182.

Altavista Wealth Management first reported a position in IWN in Q1 2021 and has held it in 4 quarters since. The position peaked at $250K in Q2 2021. 943 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

  • Altavista Wealth Management held 1,409 shares of iShares Russell 2000 Value ETF worth $234K as of Q4 2021.
  • Altavista Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q4 2021.
  • iShares Russell 2000 Value ETF made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #182 holding.
  • Altavista Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 4 quarters since.
  • Altavista Wealth Management's iShares Russell 2000 Value ETF position peaked at $250K in Q2 2021.
  • 943 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.