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

Foundations Investment 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
2019
Q2 		– Sell
-367,195
Closed -$44M – 125
2019
Q1 		$44M Buy
+367,195
New +$43.9M 7.64% 5

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foundations Investment Advisors's IWN Position: Q2 2019 in Review

Foundations Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2019, closing a stake of 367,195 shares — an estimated $44M sold.

Foundations Investment Advisors first reported a position in IWN in Q1 2019 and held it in 1 quarter. The position peaked at $44M in Q1 2019. 654 funds tracked by Wall St. Rank hold IWN as of Q2 2019.

  • Foundations Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Foundations Investment Advisors sold 367,195 iShares Russell 2000 Value ETF shares in Q2 2019, an estimated $44M.
  • Foundations Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares Russell 2000 Value ETF position peaked at $44M in Q1 2019.
  • 654 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2019.

Based on Foundations Investment Advisors's 13F filing for Q2 2019, filed 8 Jul 2019.