Burt Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Burt Wealth 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 Q1	–	Sell	-72	Closed	-$9K	–	225
2020 Q4	$9K	Hold	72	–	–	﹤0.01%	287
2020 Q3	$7K	Sell	72 -5	-6%	-$508	﹤0.01%	299
2020 Q2	$8K	Buy	77 +5	+7%	+$455	﹤0.01%	276
2020 Q1	$6K	Hold	72	–	–	﹤0.01%	299
2019 Q4	$9K	Hold	72	–	–	﹤0.01%	275
2019 Q3	$9K	Hold	72	–	–	﹤0.01%	274
2019 Q2	$9K	Hold	72	–	–	﹤0.01%	276
2019 Q1	$9K	Hold	72	–	–	﹤0.01%	281
2018 Q4	$8K	Hold	72	–	–	﹤0.01%	281
2018 Q3	$10K	Hold	72	–	–	﹤0.01%	296
2018 Q2	$9K	Hold	72	–	–	﹤0.01%	290
2018 Q1	$9K	Hold	72	–	–	﹤0.01%	294
2017 Q4	$9K	Hold	72	–	–	0.01%	279
2017 Q3	$8K	Hold	72	–	–	0.01%	274
2017 Q2	$8K	Hold	72	–	–	0.01%	304
2017 Q1	$9K	Hold	72	–	–	0.01%	264
2016 Q4	$9K	Hold	72	–	–	0.01%	284
2016 Q3	$7K	Hold	72	–	–	0.01%	292
2016 Q2	$7K	Hold	72	–	–	0.01%	294
2016 Q1	$7K	Hold	72	–	–	0.01%	356
2015 Q4	$6K	Buy	+72	New	+$6.84K	﹤0.01%	344

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burt Wealth Advisors's IWN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 72 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in IWN in Q4 2015 and held it in 21 quarters. The position peaked at $10K in Q3 2018. 835 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 72 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $9K.
Burt Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 21 quarters.
Burt Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $10K in Q3 2018.
835 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.