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

Ten Capital 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
2021 Q3	–	Sell	-280	Closed	-$46K	–	465
2021 Q2	$46K	Buy	280 +61	+28%	+$10.1K	0.01%	189
2021 Q1	$34K	Hold	219	–	–	0.01%	195
2020 Q4	$29K	Buy	+219	New	+$25.9K	0.01%	201

Other funds holding IWN

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ten Capital Wealth Advisors's IWN Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 280 shares — an estimated $46K sold.

Ten Capital Wealth Advisors first reported a position in IWN in Q4 2020 and held it in 3 quarters. The position peaked at $46K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 280 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $46K.
Ten Capital Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $46K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.