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

MONECO 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
2021
Q2 		– Sell
-1,526
Closed -$243K – 233
2021
Q1 		$243K Sell
1,526
-104
-6% -$15.7K 0.12% 178
2020
Q4 		$230K Buy
+1,630
New +$192K 0.13% 154
2020
Q1 		– Sell
-2,226
Closed -$287K – 134
2019
Q4 		$287K Buy
2,226
+18
+0.8% +$2.23K 0.2% 109
2019
Q3 		$264K Sell
2,208
-50
-2% -$5.91K 0.21% 105
2019
Q2 		$272K Buy
2,258
+100
+5% +$12.1K 0.22% 96
2019
Q1 		$259K Buy
2,158
+7
+0.3% +$836 0.21% 103
2018
Q4 		$231K Buy
+2,151
New +$259K 0.27% 84

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MONECO Advisors's IWN Position: Q2 2021 in Review

MONECO Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 1,526 shares — an estimated $243K sold.

MONECO Advisors first reported a position in IWN in Q4 2018 and held it in 7 quarters. The position peaked at $287K in Q4 2019. 853 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • MONECO Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • MONECO Advisors sold 1,526 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $243K.
  • MONECO Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 7 quarters.
  • MONECO Advisors's iShares Russell 2000 Value ETF position peaked at $287K in Q4 2019.
  • 853 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on MONECO Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.