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Hoover Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hoover Financial 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
Q2 		$48K Buy
288
+120
+71% +$19.8K 0.01% 281
2021
Q1 		$27K Hold
168
– – 0.01% 324
2020
Q4 		$24K Sell
168
-51
-23% -$6.02K 0.01% 319
2020
Q3 		$22K Hold
219
– – 0.01% 152
2020
Q2 		$21K Buy
+219
New +$19.9K 0.01% 275

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hoover Financial Advisors's IWN Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 71% in Q2 2021, buying an estimated $19.8K and bringing the position to 288 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #281.

Hoover Financial Advisors first reported a position in IWN in Q2 2020 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • Hoover Financial Advisors held 288 shares of iShares Russell 2000 Value ETF worth $48K as of Q2 2021.
  • Hoover Financial Advisors bought 120 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $19.8K.
  • iShares Russell 2000 Value ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #281 holding.
  • Hoover Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 5 quarters since.
  • 852 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.