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Beirne Wealth Consulting Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Beirne Wealth Consulting Services’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
2022
Q1 		– Sell
-1,968
Closed -$328K – 105
2021
Q4 		$328K Sell
1,968
-1,305
-40% -$217K 0.18% 70
2021
Q3 		$524K Buy
3,273
+259
+9% +$41.6K 0.3% 49
2021
Q2 		$500K Buy
3,014
+1,389
+85% +$229K 0.27% 52
2021
Q1 		$259K Buy
+1,625
New +$246K 0.15% 75

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

Beirne Wealth Consulting Services's IWN Position: Q1 2022 in Review

Beirne Wealth Consulting Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 1,968 shares — an estimated $328K sold.

Beirne Wealth Consulting Services first reported a position in IWN in Q1 2021 and held it in 4 quarters. The position peaked at $524K in Q3 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Beirne Wealth Consulting Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 1,968 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $328K.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's iShares Russell 2000 Value ETF position peaked at $524K in Q3 2021.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2022, filed 10 May 2022.