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

Independence 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
2020
Q3 		$3.19M Buy
32,066
+170
+0.5% +$17.3K 0.68% 24
2020
Q2 		$3.11M Buy
31,896
+1,925
+6% +$175K 0.71% 24
2020
Q1 		$2.46M Buy
29,971
+3,234
+12% +$363K 0.68% 23
2019
Q4 		$3.44M Buy
26,737
+15,450
+137% +$1.91M 0.83% 22
2019
Q3 		$1.35M Sell
11,287
-445
-4% -$52.6K 0.33% 32
2019
Q2 		$1.41M Sell
11,732
-187
-2% -$22.6K 0.36% 29
2019
Q1 		$1.43M Sell
11,919
-1,401
-11% -$167K 0.4% 28
2018
Q4 		$1.43M Buy
13,320
+1,946
+17% +$234K 0.48% 27
2018
Q3 		$1.51M Sell
11,374
-43
-0.4% -$5.79K 0.45% 26
2018
Q2 		$1.51M Sell
11,417
-119
-1% -$15.3K 0.48% 25
2018
Q1 		$1.41M Hold
11,536
– – 0.46% 28
2017
Q4 		$1.45M Sell
11,536
-253
-2% -$31.6K 0.49% 26
2017
Q3 		$1.46M Hold
11,789
– – 0.58% 24
2017
Q2 		$1.4M Hold
11,789
– – 0.56% 25
2017
Q1 		$1.39M Sell
11,789
-154
-1% -$18.3K 0.58% 23
2016
Q4 		$1.42M Sell
11,943
-184
-2% -$20.3K 0.63% 23
2016
Q3 		$1.27M Sell
12,127
-77
-0.6% -$7.89K 0.6% 23
2016
Q2 		$1.19M Buy
+12,204
New +$1.16M 0.62% 20

Other funds holding IWN

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Independence Advisors's IWN Position: Q3 2020 in Review

Independence Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.53% in Q3 2020, buying an estimated $17.3K and bringing the position to 32,066 shares worth $3.19M. The position accounts for 0.68% of the portfolio, ranked #24.

Independence Advisors first reported a position in IWN in Q2 2016 and has held it in 18 quarters since. The position peaked at $3.44M in Q4 2019. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Independence Advisors held 32,066 shares of iShares Russell 2000 Value ETF worth $3.19M as of Q3 2020.
  • Independence Advisors bought 170 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $17.3K.
  • iShares Russell 2000 Value ETF made up 0.68% of Independence Advisors's portfolio in Q3 2020, its #24 holding.
  • Independence Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's iShares Russell 2000 Value ETF position peaked at $3.44M in Q4 2019.
  • 634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.