Squar Milner Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Squar Milner Financial Services’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	-1,206	Closed	-$98K	–	458
2020 Q1	$98K	Hold	1,206	–	–	0.06%	268
2019 Q4	$155K	Buy	+1,206	New	+$149K	0.08%	245
2019 Q3	–	Sell	-1,206	Closed	-$145K	–	463
2019 Q2	$145K	Sell	1,206 -650	-35%	-$78.5K	0.1%	211
2019 Q1	$222K	Hold	1,856	–	–	0.16%	151
2018 Q4	$200K	Hold	1,856	–	–	0.19%	136
2018 Q3	$247K	Sell	1,856 -1,217	-40%	-$164K	0.22%	123
2018 Q2	$405K	Hold	3,073	–	–	0.36%	69
2018 Q1	$375K	Hold	3,073	–	–	0.47%	65
2017 Q4	$396K	Buy	+3,073	New	+$384K	0.48%	72

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

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

Squar Milner Financial Services's IWN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 1,206 shares — an estimated $98K sold.

Squar Milner Financial Services first reported a position in IWN in Q4 2017 and held it in 9 quarters. The position peaked at $405K in Q2 2018. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,206 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $98K.
Squar Milner Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares Russell 2000 Value ETF position peaked at $405K in Q2 2018.
632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.