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

Clarus 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
2018
Q4 		– Sell
-80,543
Closed -$10.7M – 697
2018
Q3 		$10.7M Buy
80,543
+16,914
+27% +$2.28M 6.99% 4
2018
Q2 		$7.75M Hold
63,629
– – 5.86% 5
2018
Q1 		$7.75M Sell
63,629
-17,183
-21% -$2.15M 7.16% 5
2017
Q4 		$10.2M Buy
+80,812
New +$10.1M 9.78% 2

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarus Wealth Advisors's IWN Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 80,543 shares — an estimated $10.7M sold.

Clarus Wealth Advisors first reported a position in IWN in Q4 2017 and held it in 4 quarters. The position peaked at $10.7M in Q3 2018. 667 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 80,543 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $10.7M.
  • Clarus Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 4 quarters.
  • Clarus Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $10.7M in Q3 2018.
  • 667 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.