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

Atlas Private 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 Q2	–	Sell	-853	Closed	-$136K	–	243
2021 Q1	$136K	Hold	853	–	–	0.09%	140
2020 Q4	$112K	Sell	853 -84	-9%	-$9.91K	0.08%	147
2020 Q3	$93K	Hold	937	–	–	0.07%	151
2020 Q2	$91K	Buy	937 +80	+9%	+$7.28K	0.07%	156
2020 Q1	$70K	Sell	857 -181	-17%	-$20.3K	0.06%	163
2019 Q4	$134K	Buy	+1,038	New	+$128K	0.1%	147

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Management's IWN Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 853 shares — an estimated $136K sold.

Atlas Private Wealth Management first reported a position in IWN in Q4 2019 and held it in 6 quarters. The position peaked at $136K in Q1 2021. 851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 853 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $136K.
Atlas Private Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Russell 2000 Value ETF position peaked at $136K in Q1 2021.
851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.