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Baron Silver Stevens Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-544
Closed -$71K – 253
2020
Q4 		$71K Buy
+544
New +$64.2K 0.02% 116

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 $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IWN Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 544 shares — an estimated $71K sold.

Baron Silver Stevens Financial Advisors first reported a position in IWN in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 544 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $71K.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's iShares Russell 2000 Value ETF position peaked at $71K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.