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Legacy Wealth Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Wealth Asset Management’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
-1,348
Closed -$224K – 333
2021
Q4 		$224K Buy
+1,348
New +$225K 0.08% 291

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

Legacy Wealth Asset Management's IWN Position: Q1 2022 in Review

Legacy Wealth Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 1,348 shares — an estimated $224K sold.

Legacy Wealth Asset Management first reported a position in IWN in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Legacy Wealth Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,348 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $224K.
  • Legacy Wealth Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 1 quarter.
  • Legacy Wealth Asset Management's iShares Russell 2000 Value ETF position peaked at $224K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2022, filed 12 May 2022.