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

Ropes Wealth 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 Q2	–	Sell	-75	Closed	-$6K	–	587
2020 Q1	$6K	Buy	+75	New	+$8.41K	﹤0.01%	446
2019 Q4	–	Sell	-1,352	Closed	-$161K	–	546
2019 Q3	$161K	Buy	1,352 +946	+233%	+$112K	0.03%	237
2019 Q2	$49K	Hold	406	–	–	0.01%	338
2019 Q1	$49K	Hold	406	–	–	0.01%	331
2018 Q4	$44K	Sell	406 -80	-16%	-$9.63K	0.01%	316
2018 Q3	$65K	Buy	486 +80	+20%	+$10.8K	0.02%	312
2018 Q2	$54K	Hold	406	–	–	0.01%	346
2018 Q1	$49K	Sell	406 -724	-64%	-$90.7K	0.01%	335
2017 Q4	$142K	Buy	1,130 +799	+241%	+$99.9K	0.04%	240
2017 Q3	$41K	Hold	331	–	–	0.01%	352
2017 Q2	$39K	Hold	331	–	–	0.01%	352
2017 Q1	$39K	Hold	331	–	–	0.01%	352
2016 Q4	$39K	Buy	331 +45	+16%	+$4.97K	0.01%	346
2016 Q3	$30K	Buy	+286	New	+$29.3K	0.01%	323

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ropes Wealth Advisors's IWN Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 75 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in IWN in Q3 2016 and held it in 14 quarters. The position peaked at $161K in Q3 2019. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Ropes Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 75 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $6K.
Ropes Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 14 quarters.
Ropes Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $161K in Q3 2019.
632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.