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

Stewardship Financial 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
Q1 		$3K Buy
+20
New +$3.02K ﹤0.01% 88
2020
Q2 		– Sell
-90
Closed -$7K – 75
2020
Q1 		$7K Buy
90
+16
+22% +$1.79K ﹤0.01% 55
2019
Q4 		$10K Sell
74
-100
-57% -$12.4K ﹤0.01% 80
2019
Q3 		$21K Hold
174
– – 0.01% 63
2019
Q2 		$21K Buy
+174
New +$21K 0.01% 61

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

Stewardship Financial Advisors's IWN Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2021: 20 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #88 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in IWN as recently as Q1 2020.

Stewardship Financial Advisors first reported a position in IWN in Q2 2019 and has held it in 5 quarters since. The position peaked at $21K in Q3 2019. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Stewardship Financial Advisors held 20 shares of iShares Russell 2000 Value ETF worth $3K as of Q1 2021.
  • iShares Russell 2000 Value ETF was a new Stewardship Financial Advisors position in Q1 2021.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #88 holding.
  • Stewardship Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 5 quarters since.
  • Stewardship Financial Advisors's iShares Russell 2000 Value ETF position peaked at $21K in Q3 2019.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.