Cornerstone Advisors (Washington)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cornerstone Advisors (Washington)’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	-14,242	Closed	-$1.17M	–	747
2020 Q1	$1.17M	Buy	+14,242	New	+$1.6M	0.16%	19
2019 Q1	–	Sell	-150	Closed	-$16K	–	1362
2018 Q4	$16K	Hold	150	–	–	﹤0.01%	550
2018 Q3	$20K	Buy	+150	New	+$20.2K	0.01%	532
2017 Q1	–	Sell	-108	Closed	-$13K	–	936
2016 Q4	$13K	Buy	+108	New	+$11.9K	0.01%	559

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 $79.5B AUM 27.1% 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

Cornerstone Advisors (Washington)'s IWN Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 14,242 shares — an estimated $1.17M sold.

Cornerstone Advisors (Washington) first reported a position in IWN in Q4 2016 and held it in 4 quarters. The position peaked at $1.17M in Q1 2020. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Cornerstone Advisors (Washington) reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 14,242 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $1.17M.
Cornerstone Advisors (Washington) first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 4 quarters.
Cornerstone Advisors (Washington)'s iShares Russell 2000 Value ETF position peaked at $1.17M in Q1 2020.
632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.