UR
IWN icon

USCA RIA’s iShares Russell 2000 Value ETF IWN Stock Holding History

USCA RIA’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
Q2 		$3.29M Sell
19,835
-15
-0.1% -$2.47K 0.2% 145
2021
Q1 		$3.17M Buy
19,850
+475
+2% +$71.8K 0.21% 142
2020
Q4 		$2.55M Buy
+19,375
New +$2.29M 0.18% 118

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USCA RIA's IWN Position: Q2 2021 in Review

USCA RIA reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.08% in Q2 2021, selling an estimated $2.47K and leaving 19,835 shares worth $3.29M. The position accounts for 0.2% of the portfolio, ranked #145.

USCA RIA first reported a position in IWN in Q4 2020 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • USCA RIA held 19,835 shares of iShares Russell 2000 Value ETF worth $3.29M as of Q2 2021.
  • USCA RIA sold 15 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $2.47K.
  • iShares Russell 2000 Value ETF made up 0.2% of USCA RIA's portfolio in Q2 2021, its #145 holding.
  • USCA RIA first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.