HWA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return