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Burney Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

Burney Company’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
2020
Q3 		– Sell
-3,223
Closed -$314K – 510
2020
Q2 		$314K Buy
+3,223
New +$293K 0.02% 398

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APF
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Bank of America
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Burney Company's IWN Position: Q3 2020 in Review

Burney Company sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 3,223 shares — an estimated $314K sold.

Burney Company first reported a position in IWN in Q2 2020 and held it in 1 quarter. The position peaked at $314K in Q2 2020. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Burney Company reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 3,223 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $314K.
  • Burney Company first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and held it in 1 quarter.
  • Burney Company's iShares Russell 2000 Value ETF position peaked at $314K in Q2 2020.
  • 634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.