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

Elm 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
2021
Q1 		– Sell
-835
Closed -$110K – 177
2020
Q4 		$110K Buy
+835
New +$98.6K 0.07% 109
2018
Q4 		– Sell
-835
Closed -$111K – 175
2018
Q3 		$111K Buy
+835
New +$112K 0.07% 113

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elm Advisors's IWN Position: Q1 2021 in Review

Elm Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 835 shares — an estimated $110K sold.

Elm Advisors first reported a position in IWN in Q3 2018 and held it in 2 quarters. The position peaked at $111K in Q3 2018. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Elm Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 835 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $110K.
  • Elm Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares Russell 2000 Value ETF position peaked at $111K in Q3 2018.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.