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West Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

West Financial 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
Q4 		– Sell
-10
Closed -$2K – 176
2021
Q3 		$2K Hold
10
– – ﹤0.01% 145
2021
Q2 		$2K Hold
10
– – ﹤0.01% 138
2021
Q1 		$2K Sell
10
-61
-86% -$9.22K ﹤0.01% 143
2020
Q4 		$9K Buy
+71
New +$8.38K ﹤0.01% 124

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

West Financial Advisors's IWN Position: Q4 2021 in Review

West Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2021, closing a stake of 10 shares — an estimated $2K sold.

West Financial Advisors first reported a position in IWN in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2020. 942 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

  • West Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • West Financial Advisors sold 10 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $2K.
  • West Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 4 quarters.
  • West Financial Advisors's iShares Russell 2000 Value ETF position peaked at $9K in Q4 2020.
  • 942 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on West Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.