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Capital Wealth Alliance’s iShares Russell 2000 Value ETF IWN Stock Holding History

Capital Wealth Alliance’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
Q3 		– Sell
-3,260
Closed -$498K – 145
2021
Q2 		$498K Buy
+3,260
New +$538K 0.32% 83

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
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 $1.44B AUM 23.16% 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 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Wealth Alliance's IWN Position: Q3 2021 in Review

Capital Wealth Alliance sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 3,260 shares — an estimated $498K sold.

Capital Wealth Alliance first reported a position in IWN in Q2 2021 and held it in 1 quarter. The position peaked at $498K in Q2 2021. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

  • Capital Wealth Alliance reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Alliance sold 3,260 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $498K.
  • Capital Wealth Alliance first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 1 quarter.
  • Capital Wealth Alliance's iShares Russell 2000 Value ETF position peaked at $498K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Capital Wealth Alliance's 13F filing for Q3 2021, filed 2 Nov 2021.