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Bel Air Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bel Air Investment 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
Q2 		$688K Hold
4,150
– – 0.02% 227
2021
Q1 		$662K Buy
+4,150
New +$627K 0.02% 240

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bel Air Investment Advisors's IWN Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2021 at 4,150 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #227.

Bel Air Investment Advisors first reported a position in IWN in Q1 2021 and has held it in 2 quarters since. 851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • Bel Air Investment Advisors held 4,150 shares of iShares Russell 2000 Value ETF worth $688K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2021.
  • iShares Russell 2000 Value ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #227 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.