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

ARS Wealth 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
2015 Q1	–	Sell	-2,348	Closed	-$239K	–	80
2014 Q4	$239K	Hold	2,348	–	–	0.1%	58
2014 Q3	$220K	Sell	2,348 -472	-17%	-$46.7K	0.1%	62
2014 Q2	$291K	Buy	2,820 +9	+0.3%	+$895	0.14%	48
2014 Q1	$283K	Hold	2,811	–	–	0.17%	43
2013 Q4	$280K	Buy	+2,811	New	+$268K	0.17%	46

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ARS Wealth Advisors's IWN Position: Q1 2015 in Review

ARS Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2015, closing a stake of 2,348 shares — an estimated $239K sold.

ARS Wealth Advisors first reported a position in IWN in Q4 2013 and held it in 5 quarters. The position peaked at $291K in Q2 2014. 388 funds tracked by Wall St. Rank hold IWN as of Q1 2015.

ARS Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2015 after selling out during the quarter.
ARS Wealth Advisors sold 2,348 iShares Russell 2000 Value ETF shares in Q1 2015, an estimated $239K.
ARS Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 5 quarters.
ARS Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $291K in Q2 2014.
388 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2015.

Based on ARS Wealth Advisors's 13F filing for Q1 2015, filed 11 Jun 2021.