WCG
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Weaver Consulting Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Weaver Consulting Group’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
-1,274
Closed -$211K – 150
2021
Q2 		$211K Buy
+1,274
New +$210K 0.12% 136
2020
Q4 		– Sell
-48
Closed -$5K – 511
2020
Q3 		$5K Hold
48
– – ﹤0.01% 685
2020
Q2 		$5K Hold
48
– – ﹤0.01% 660
2020
Q1 		$4K Sell
48
-384
-89% -$43.1K ﹤0.01% 606
2019
Q4 		$52K Buy
432
+1
+0.2% +$124 0.03% 234
2019
Q3 		$53K Hold
431
– – 0.03% 223
2019
Q2 		$52K Buy
431
+1
+0.2% +$121 0.03% 218
2019
Q1 		$51K Buy
+430
New +$51.4K 0.01% 472

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return