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Canton Hathaway’s iShares Russell 2000 Value ETF IWN Stock Holding History

Canton Hathaway’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
-370
Closed -$49K – 342
2020
Q4 		$49K Buy
+370
New +$43.7K 0.02% 168

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $617B AUM 30.33% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 $424B AUM 22.9% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Canton Hathaway's IWN Position: Q1 2021 in Review

Canton Hathaway sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 370 shares — an estimated $49K sold.

Canton Hathaway first reported a position in IWN in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 835 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Canton Hathaway reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Canton Hathaway sold 370 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $49K.
  • Canton Hathaway first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 1 quarter.
  • Canton Hathaway's iShares Russell 2000 Value ETF position peaked at $49K in Q4 2020.
  • 835 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Canton Hathaway's 13F filing for Q1 2021, filed 14 Apr 2021.