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

Riversedge 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
2020
Q1 		– Sell
-2,300
Closed -$296K – 38
2019
Q4 		$296K Buy
2,300
+32
+1% +$3.96K 0.35% 31
2019
Q3 		$251K Hold
2,268
– – 0.35% 32
2019
Q2 		$251K Buy
+2,268
New +$274K 0.35% 32

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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Riversedge Advisors's IWN Position: Q1 2020 in Review

Riversedge Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 2,300 shares — an estimated $296K sold.

Riversedge Advisors first reported a position in IWN in Q2 2019 and held it in 3 quarters. The position peaked at $296K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Riversedge Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Riversedge Advisors sold 2,300 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $296K.
  • Riversedge Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 3 quarters.
  • Riversedge Advisors's iShares Russell 2000 Value ETF position peaked at $296K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Riversedge Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.