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

Claro 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
2019
Q1 		– Sell
-100
Closed -$13K – 558
2018
Q4 		$13K Buy
+100
New +$12K 0.01% 630

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claro Advisors's IWN Position: Q1 2019 in Review

Claro Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2019, closing a stake of 100 shares — an estimated $13K sold.

Claro Advisors first reported a position in IWN in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 675 funds tracked by Wall St. Rank hold IWN as of Q1 2019.

  • Claro Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 100 iShares Russell 2000 Value ETF shares in Q1 2019, an estimated $13K.
  • Claro Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares Russell 2000 Value ETF position peaked at $13K in Q4 2018.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.