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

Guidant Wealth 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 Q3	$1.86M	Hold	15,541	–	–	0.69%	34
2019 Q2	$1.87M	Hold	15,541	–	–	0.72%	30
2019 Q1	$1.86M	Sell	15,541 -17	-0.1%	-$2.03K	0.73%	32
2018 Q4	$1.67M	Buy	+15,558	New	+$1.87M	0.78%	32
2017 Q3	–	Sell	-15,890	Closed	-$1.87M	–	211
2017 Q2	$1.87M	Sell	15,890 -2,228	-12%	-$262K	0.96%	31
2017 Q1	$2.09M	Sell	18,118 -3,703	-17%	-$439K	1.1%	31
2016 Q4	$2.61M	Sell	21,821 -11,020	-34%	-$1.22M	1.48%	26
2016 Q3	$3.41M	Buy	+32,841	New	+$3.37M	2.1%	17

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Guidant Wealth Advisors's IWN Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2019 at 15,541 shares worth $1.86M. The position accounts for 0.69% of the portfolio, ranked #34.

Guidant Wealth Advisors first reported a position in IWN in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.41M in Q3 2016. 652 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

Guidant Wealth Advisors held 15,541 shares of iShares Russell 2000 Value ETF worth $1.86M as of Q3 2019.
Guidant Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q3 2019.
iShares Russell 2000 Value ETF made up 0.69% of Guidant Wealth Advisors's portfolio in Q3 2019, its #34 holding.
Guidant Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.41M in Q3 2016.
652 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.