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Investment Research & Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Investment Research & Advisory Group’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
-239
Closed -$24K – 155
2020
Q3 		$24K Hold
239
– – 0.02% 113
2020
Q2 		$23K Hold
239
– – 0.02% 111
2020
Q1 		$20K Hold
239
– – 0.02% 112
2019
Q4 		$31K Buy
+239
New +$29.6K 0.03% 122

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Investment Research & Advisory Group's IWN Position: Q4 2020 in Review

Investment Research & Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 239 shares — an estimated $24K sold.

Investment Research & Advisory Group first reported a position in IWN in Q4 2019 and held it in 4 quarters. The position peaked at $31K in Q4 2019. 772 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

  • Investment Research & Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 239 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $24K.
  • Investment Research & Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 4 quarters.
  • Investment Research & Advisory Group's iShares Russell 2000 Value ETF position peaked at $31K in Q4 2019.
  • 772 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Investment Research & Advisory Group's 13F filing for Q4 2020, filed 16 Feb 2021.