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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q1 		– Sell
-13,070
Closed -$1.81M – 198
2022
Q4 		$1.81M Buy
+13,070
New +$1.85M 0.07% 109
2015
Q3 		– Sell
-3,126
Closed -$319K – 135
2015
Q2 		$319K Buy
+3,126
New +$322K 0.06% 127

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IWN Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 13,070 shares — an estimated $1.81M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWN in Q2 2015 and held it in 2 quarters. The position peaked at $1.81M in Q4 2022. 870 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,070 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $1.81M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $1.81M in Q4 2022.
  • 870 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.