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

Legacy Wealth Planning’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
Q1 		– Sell
-1,643
Closed -$211K – 81
2019
Q4 		$211K Buy
+1,643
New +$203K 0.24% 73

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Wealth Planning's IWN Position: Q1 2020 in Review

Legacy Wealth Planning sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 1,643 shares — an estimated $211K sold.

Legacy Wealth Planning first reported a position in IWN in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Legacy Wealth Planning reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,643 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $211K.
  • Legacy Wealth Planning first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Planning's iShares Russell 2000 Value ETF position peaked at $211K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Legacy Wealth Planning's 13F filing for Q1 2020, filed 18 May 2020.