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Estate Counselors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Estate Counselors’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
2022
Q1 		– Sell
-3,950
Closed -$655K – 170
2021
Q4 		$655K Sell
3,950
-260
-6% -$43.3K 0.08% 104
2021
Q3 		$674K Hold
4,210
– – 0.08% 113
2021
Q2 		$697K Hold
4,210
– – 0.09% 113
2021
Q1 		$671K Hold
4,210
– – 0.1% 118
2020
Q4 		$555K Hold
4,210
– – 0.08% 91
2020
Q3 		$418K Hold
4,210
– – 0.06% 106
2020
Q2 		$410K Buy
4,210
+160
+4% +$14.6K 0.07% 107
2020
Q1 		$332K Hold
4,050
– – 0.05% 109
2019
Q4 		$521K Hold
4,050
– – 0.08% 67
2019
Q3 		$484K Hold
4,050
– – 0.07% 61
2019
Q2 		$488K Buy
4,050
+700
+21% +$84.5K 0.08% 61
2019
Q1 		$402K Sell
3,350
-890
-21% -$106K 0.07% 59
2018
Q4 		$456K Hold
4,240
– – 0.09% 58
2018
Q3 		$564K Sell
4,240
-300
-7% -$40.4K 0.1% 54
2018
Q2 		$599K Sell
4,540
-80
-2% -$10.3K 0.11% 56
2018
Q1 		$563K Sell
4,620
-2,980
-39% -$373K 0.1% 58
2017
Q4 		$956K Hold
7,600
– – 0.19% 51
2017
Q3 		$943K Sell
7,600
-700
-8% -$82.5K 0.19% 47
2017
Q2 		$987K Buy
8,300
+400
+5% +$47K 0.22% 49
2017
Q1 		$933K Buy
7,900
+3,180
+67% +$377K 0.24% 51
2016
Q4 		$561K Sell
4,720
-400
-8% -$44.2K 0.15% 61
2016
Q3 		$536K Sell
5,120
-200
-4% -$20.5K 0.21% 44
2016
Q2 		$518K Buy
5,320
+300
+6% +$28.6K 0.21% 45
2016
Q1 		$468K Buy
+5,020
New +$436K 0.21% 44
2015
Q4 		– Sell
-8,780
Closed -$790K – 69
2015
Q3 		$790K Sell
8,780
-1,280
-13% -$123K 0.32% 48
2015
Q2 		$1.02M Hold
10,060
– – 0.36% 38
2015
Q1 		$1.04M Buy
10,060
+6,985
+227% +$705K 0.37% 38
2014
Q4 		$313K Buy
+3,075
New +$301K 0.11% 53

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Estate Counselors's IWN Position: Q1 2022 in Review

Estate Counselors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 3,950 shares — an estimated $655K sold.

Estate Counselors first reported a position in IWN in Q4 2014 and held it in 28 quarters. The position peaked at $1.04M in Q1 2015. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Estate Counselors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Estate Counselors sold 3,950 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $655K.
  • Estate Counselors first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 28 quarters.
  • Estate Counselors's iShares Russell 2000 Value ETF position peaked at $1.04M in Q1 2015.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.