Human Investing’s iShares Russell 2000 Value ETF IWN Stock Holding History

Human Investing’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
2020 Q4	–	Sell	-166	Closed	-$16K	–	313
2020 Q3	$16K	Hold	166	–	–	0.01%	205
2020 Q2	$16K	Buy	166 +121	+269%	+$11K	0.01%	200
2020 Q1	$4K	Hold	45	–	–	﹤0.01%	253
2019 Q4	$6K	Buy	+45	New	+$5.56K	﹤0.01%	305
2019 Q1	–	Sell	-24	Closed	-$3K	–	388
2018 Q4	$3K	Buy	+24	New	+$2.89K	﹤0.01%	329

Other funds holding IWN

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

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

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

APF

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Human Investing's IWN Position: Q4 2020 in Review

Human Investing sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 166 shares — an estimated $16K sold.

Human Investing first reported a position in IWN in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q3 2020. 772 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

Human Investing reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
Human Investing sold 166 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $16K.
Human Investing first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 5 quarters.
Human Investing's iShares Russell 2000 Value ETF position peaked at $16K in Q3 2020.
772 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.