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Atlanta Financial Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atlanta Financial Associates’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
Q1 		$281K Hold
2,136
– – 0.13% 59
2020
Q4 		$281K Sell
2,136
-284
-12% -$33.5K 0.13% 60
2020
Q3 		$240K Sell
2,420
-755
-24% -$76.7K 0.12% 58
2020
Q2 		$309K Sell
3,175
-805
-20% -$73.2K 0.17% 44
2020
Q1 		$326K Buy
+3,980
New +$447K 0.26% 36

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Atlanta Financial Associates's IWN Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2021 at 2,136 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #59.

Atlanta Financial Associates first reported a position in IWN in Q1 2020 and has held it in 5 quarters since. The position peaked at $326K in Q1 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Atlanta Financial Associates held 2,136 shares of iShares Russell 2000 Value ETF worth $281K as of Q1 2021.
  • Atlanta Financial Associates left its iShares Russell 2000 Value ETF share count unchanged in Q1 2021.
  • iShares Russell 2000 Value ETF made up 0.13% of Atlanta Financial Associates's portfolio in Q1 2021, its #59 holding.
  • Atlanta Financial Associates first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's iShares Russell 2000 Value ETF position peaked at $326K in Q1 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.