Kore Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kore Private Wealth’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	–	Sell	-226	Closed	-$22K	–	680
2020 Q2	$22K	Buy	226 +75	+50%	+$6.82K	﹤0.01%	631
2020 Q1	$12K	Sell	151 -150	-50%	-$16.8K	﹤0.01%	665
2019 Q4	$39K	Buy	+301	New	+$37.2K	0.01%	515
2019 Q2	–	Sell	-301	Closed	-$36K	–	517
2019 Q1	$36K	Sell	301 -133	-31%	-$15.9K	0.01%	435
2018 Q4	$47K	Buy	+434	New	+$52.2K	0.01%	382

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

APF

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

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

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

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Kore Private Wealth's IWN Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 226 shares — an estimated $22K sold.

Kore Private Wealth first reported a position in IWN in Q4 2018 and held it in 5 quarters. The position peaked at $47K in Q4 2018. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

Kore Private Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 226 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $22K.
Kore Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Russell 2000 Value ETF position peaked at $47K in Q4 2018.
634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.