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MPS Loria Financial Planners’s iShares Russell 2000 Value ETF IWN Stock Holding History

MPS Loria Financial Planners’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
Q1 		– Sell
-45
Closed -$6K – 603
2020
Q4 		$6K Hold
45
– – ﹤0.01% 352
2020
Q3 		$4K Hold
45
– – ﹤0.01% 280
2020
Q2 		$4K Buy
+45
New +$4.09K ﹤0.01% 289

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's IWN Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 45 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in IWN in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 45 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and held it in 3 quarters.
  • MPS Loria Financial Planners's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.