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Laurel Wealth Advisors (California)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Laurel Wealth Advisors (California)’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
-6,415
Closed -$625K – 404
2020
Q2 		$625K Buy
6,415
+2
+0% +$182 0.11% 193
2020
Q1 		$526K Buy
6,413
+423
+7% +$47.5K 0.12% 193
2019
Q4 		$770K Sell
5,990
-60
-1% -$7.42K 0.13% 187
2019
Q3 		$722K Buy
6,050
+260
+4% +$30.7K 0.12% 189
2019
Q2 		$698K Buy
5,790
+110
+2% +$13.3K 0.15% 154
2019
Q1 		$681K Buy
5,680
+64
+1% +$7.64K 0.17% 145
2018
Q4 		$603K Buy
5,616
+831
+17% +$100K 0.18% 135
2018
Q3 		$636K Buy
4,785
+54
+1% +$7.27K 0.16% 146
2018
Q2 		$624K Hold
4,731
– – 0.17% 135
2018
Q1 		$576K Buy
4,731
+4
+0.1% +$501 0.18% 130
2017
Q4 		$594K Hold
4,727
– – 0.17% 147
2017
Q3 		$586K Hold
4,727
– – 0.2% 122
2017
Q2 		$561K Buy
4,727
+5
+0.1% +$588 0.2% 126
2017
Q1 		$557K Hold
4,722
– – 0.21% 119
2016
Q4 		$561K Buy
4,722
+412
+10% +$45.5K 0.25% 106
2016
Q3 		$451K Hold
4,310
– – 0.21% 121
2016
Q2 		$419K Hold
4,310
– – 0.2% 130
2016
Q1 		$402K Sell
4,310
-327
-7% -$28.4K 0.2% 128
2015
Q4 		$426K Buy
+4,637
New +$440K 0.22% 119

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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IWN Position: Q3 2020 in Review

Laurel Wealth Advisors (California) sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 6,415 shares — an estimated $625K sold.

Laurel Wealth Advisors (California) first reported a position in IWN in Q4 2015 and held it in 19 quarters. The position peaked at $770K in Q4 2019. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Laurel Wealth Advisors (California) reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 6,415 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $625K.
  • Laurel Wealth Advisors (California) first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 19 quarters.
  • Laurel Wealth Advisors (California)'s iShares Russell 2000 Value ETF position peaked at $770K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2020, filed 13 Nov 2020.