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

Bigelow 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
2020 Q2	–	Sell	-4,932	Closed	-$405K	–	139
2020 Q1	$405K	Sell	4,932 -2,772	-36%	-$311K	0.3%	86
2019 Q4	$991K	Buy	7,704 +51	+0.7%	+$6.31K	0.58%	44
2019 Q3	$914K	Sell	7,653 -155	-2%	-$18.3K	0.58%	49
2019 Q2	$941K	Buy	7,808 +255	+3%	+$30.8K	0.63%	42
2019 Q1	$906K	Sell	7,553 -172	-2%	-$20.5K	0.63%	46
2018 Q4	$831K	Sell	7,725 -155	-2%	-$18.7K	0.62%	42
2018 Q3	$1.05M	Sell	7,880 -199	-2%	-$26.8K	0.7%	38
2018 Q2	$1.07M	Sell	8,079 -336	-4%	-$43.3K	0.73%	39
2018 Q1	$1.03M	Buy	8,415 +670	+9%	+$83.9K	0.7%	39
2017 Q4	$974K	Buy	+7,745	New	+$968K	0.97%	24

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bigelow Investment Advisors's IWN Position: Q2 2020 in Review

Bigelow Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 4,932 shares — an estimated $405K sold.

Bigelow Investment Advisors first reported a position in IWN in Q4 2017 and held it in 10 quarters. The position peaked at $1.07M in Q2 2018. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Bigelow Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 4,932 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $405K.
Bigelow Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 10 quarters.
Bigelow Investment Advisors's iShares Russell 2000 Value ETF position peaked at $1.07M in Q2 2018.
632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Bigelow Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.