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Holistic Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-410
Closed -$50K – 199
2018
Q1 		$50K Hold
410
– – 0.04% 199
2017
Q4 		$52K Buy
+410
New +$51.2K 0.04% 194

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Goldman Sachs
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holistic Financial Partners's IWN Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2018, closing a stake of 410 shares — an estimated $50K sold.

Holistic Financial Partners first reported a position in IWN in Q4 2017 and held it in 2 quarters. The position peaked at $52K in Q4 2017. 603 funds tracked by Wall St. Rank hold IWN as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 410 iShares Russell 2000 Value ETF shares in Q2 2018, an estimated $50K.
  • Holistic Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares Russell 2000 Value ETF position peaked at $52K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.