Claraphi Advisory Network’s iShares Russell 2000 Value ETF IWN Stock Holding History

Claraphi Advisory Network’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	-414	Closed	-$34K	–	747
2020 Q1	$34K	Buy	+414	New	+$46.4K	0.02%	537
2019 Q4	–	Sell	-200	Closed	-$24K	–	312
2019 Q3	$24K	Buy	+200	New	+$23.6K	0.01%	303
2018 Q4	–	Sell	-4,253	Closed	-$566K	–	241
2018 Q3	$566K	Sell	4,253 -1,274	-23%	-$172K	0.32%	74
2018 Q2	$730K	Sell	5,527 -1,253	-18%	-$161K	0.47%	56
2018 Q1	$826K	Buy	6,780 +1,044	+18%	+$131K	0.59%	41
2017 Q4	$721K	Buy	+5,736	New	+$717K	0.56%	49

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 $71.6B AUM 21.08% 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

Claraphi Advisory Network's IWN Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 414 shares — an estimated $34K sold.

Claraphi Advisory Network first reported a position in IWN in Q4 2017 and held it in 6 quarters. The position peaked at $826K in Q1 2018. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 414 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $34K.
Claraphi Advisory Network first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 6 quarters.
Claraphi Advisory Network's iShares Russell 2000 Value ETF position peaked at $826K in Q1 2018.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.