TFG Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

TFG Advisers’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	-173	Closed	-$22K	–	296
2019 Q4	$22K	Buy	+173	New	+$21.4K	0.01%	349

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TFG Advisers's IWN Position: Q1 2020 in Review

TFG Advisers sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 173 shares — an estimated $22K sold.

TFG Advisers first reported a position in IWN in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

TFG Advisers reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 173 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $22K.
TFG Advisers first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 1 quarter.
TFG Advisers's iShares Russell 2000 Value ETF position peaked at $22K in Q4 2019.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.