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tru Independence’s iShares Russell 2000 Value ETF IWN Stock Holding History

tru Independence’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
Q4 		– Sell
-32
Closed -$3K – 797
2020
Q3 		$3K Buy
+32
New +$3.25K ﹤0.01% 305
2020
Q1 		– Sell
-132
Closed -$11K – 819
2019
Q4 		$11K Buy
+132
New +$16.3K ﹤0.01% 553

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

tru Independence's IWN Position: Q4 2020 in Review

tru Independence sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 32 shares — an estimated $3K sold.

tru Independence first reported a position in IWN in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 772 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

  • tru Independence reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 32 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $3K.
  • tru Independence first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Russell 2000 Value ETF position peaked at $11K in Q4 2019.
  • 772 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.