KWA
IWN icon

KCS Wealth Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-44
Closed -$5.25K – 271
2019
Q3 		$5.25K Buy
+44
New +$5.2K ﹤0.01% 388

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

KCS Wealth Advisory's IWN Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2019, closing a stake of 44 shares — an estimated $5.25K sold.

KCS Wealth Advisory first reported a position in IWN in Q3 2019 and held it in 1 quarter. The position peaked at $5.25K in Q3 2019. 740 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 44 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $5.25K.
  • KCS Wealth Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Russell 2000 Value ETF position peaked at $5.25K in Q3 2019.
  • 740 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.