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

HCR 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
2021 Q1	–	Sell	-218	Closed	-$29K	–	218
2020 Q4	$29K	Hold	218	–	–	0.01%	220
2020 Q3	$23K	Buy	218 +15	+7%	+$1.52K	0.01%	204
2020 Q2	$20K	Hold	203	–	–	﹤0.01%	204
2020 Q1	$17K	Sell	203 -13	-6%	-$1.46K	﹤0.01%	196
2019 Q4	$28K	Buy	+216	New	+$26.7K	0.01%	189
2019 Q2	–	Sell	-1,791	Closed	-$266K	–	171
2019 Q1	$266K	Buy	+1,791	New	+$214K	0.08%	148

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCR Wealth Advisors's IWN Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 218 shares — an estimated $29K sold.

HCR Wealth Advisors first reported a position in IWN in Q1 2019 and held it in 6 quarters. The position peaked at $266K in Q1 2019. 835 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 218 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $29K.
HCR Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 6 quarters.
HCR Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $266K in Q1 2019.
835 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.