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

Marcum Wealth’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
Q2 		– Sell
-1,321
Closed -$211K – 351
2021
Q1 		$211K Buy
+1,321
New +$200K 0.03% 273

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marcum Wealth's IWN Position: Q2 2021 in Review

Marcum Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 1,321 shares — an estimated $211K sold.

Marcum Wealth first reported a position in IWN in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 851 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • Marcum Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Marcum Wealth sold 1,321 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $211K.
  • Marcum Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 1 quarter.
  • Marcum Wealth's iShares Russell 2000 Value ETF position peaked at $211K in Q1 2021.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.