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Bingham Osborn & Scarborough’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bingham Osborn & Scarborough’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
-3,013
Closed -$483K – 79
2021
Q3 		$483K Sell
3,013
-75
-2% -$12K 0.03% 94
2021
Q2 		$512K Buy
3,088
+22
+0.7% +$3.63K 0.04% 87
2021
Q1 		$489K Hold
3,066
– – 0.04% 77
2020
Q4 		$404K Sell
3,066
-4,650
-60% -$549K 0.03% 85
2020
Q3 		$766K Buy
7,716
+238
+3% +$24.2K 0.06% 75
2020
Q2 		$729K Sell
7,478
-7,998
-52% -$728K 0.06% 75
2020
Q1 		$1.27M Buy
15,476
+7,470
+93% +$838K 0.13% 49
2019
Q4 		$1.03M Buy
8,006
+2
+0% +$247 0.08% 63
2019
Q3 		$956K Sell
8,004
-2,785
-26% -$329K 0.09% 63
2019
Q2 		$1.3M Buy
10,789
+2,098
+24% +$253K 0.12% 46
2019
Q1 		$1.04M Buy
8,691
+1,714
+25% +$205K 0.1% 54
2018
Q4 		$750K Buy
6,977
+3,514
+101% +$423K 0.08% 63
2018
Q3 		$461K Sell
3,463
-40
-1% -$5.39K 0.04% 90
2018
Q2 		$462K Sell
3,503
-81
-2% -$10.4K 0.04% 84
2018
Q1 		$437K Sell
3,584
-262
-7% -$32.8K 0.04% 85
2017
Q4 		$484K Hold
3,846
– – 0.04% 76
2017
Q3 		$477K Hold
3,846
– – 0.04% 76
2017
Q2 		$457K Sell
3,846
-101
-3% -$11.9K 0.04% 71
2017
Q1 		$466K Sell
3,947
-324
-8% -$38.4K 0.05% 71
2016
Q4 		$508K Buy
4,271
+1
+0% +$111 0.05% 65
2016
Q3 		$447K Hold
4,270
– – 0.05% 71
2016
Q2 		$415K Sell
4,270
-6,112
-59% -$582K 0.05% 77
2016
Q1 		$967K Sell
10,382
-2,753
-21% -$239K 0.11% 41
2015
Q4 		$1.21M Buy
13,135
+1,215
+10% +$115K 0.15% 39
2015
Q3 		$1.07M Buy
11,920
+2,206
+23% +$212K 0.14% 40
2015
Q2 		$990K Sell
9,714
-196
-2% -$20.2K 0.12% 39
2015
Q1 		$1.02M Sell
9,910
-249
-2% -$25.1K 0.12% 38
2014
Q4 		$1.03M Buy
10,159
+1
+0% +$98 0.13% 40
2014
Q3 		$950K Buy
10,158
+1,056
+12% +$105K 0.12% 41
2014
Q2 		$940K Buy
9,102
+461
+5% +$45.8K 0.12% 36
2014
Q1 		$871K Sell
8,641
-493
-5% -$48.6K 0.12% 35
2013
Q4 		$909K Sell
9,134
-46
-0.5% -$4.39K 0.13% 34
2013
Q3 		$841K Buy
9,180
+33
+0.4% +$2.98K 0.13% 34
2013
Q2 		$786K Buy
+9,147
New +$775K 0.14% 34

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

Bingham Osborn & Scarborough's IWN Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2021, closing a stake of 3,013 shares — an estimated $483K sold.

Bingham Osborn & Scarborough first reported a position in IWN in Q2 2013 and held it in 34 quarters. The position peaked at $1.3M in Q2 2019. 942 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,013 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $483K.
  • Bingham Osborn & Scarborough first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 34 quarters.
  • Bingham Osborn & Scarborough's iShares Russell 2000 Value ETF position peaked at $1.3M in Q2 2019.
  • 942 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.