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ForthRight Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

ForthRight Wealth Management’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
-44
Closed -$6K – 105
2020
Q4 		$6K Buy
+44
New +$5.19K ﹤0.01% 144

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TF
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APF
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RBA
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Envestnet Asset Management
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AIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ForthRight Wealth Management's IWN Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 44 shares — an estimated $6K sold.

ForthRight Wealth Management first reported a position in IWN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 44 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $6K.
  • ForthRight Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.