Mason Investment Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mason Investment Advisory Services’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 Q2	–	Sell	-8,924	Closed	-$732K	–	82
2020 Q1	$732K	Sell	8,924 -15,321	-63%	-$1.72M	0.12%	46
2019 Q4	$3.12M	Hold	24,245	–	–	0.46%	11
2019 Q3	$2.9M	Sell	24,245 -9,193	-27%	-$1.09M	0.46%	11
2019 Q2	$4.03M	Hold	33,438	–	–	0.67%	10
2019 Q1	$4.01M	Buy	+33,438	New	+$3.99M	1.11%	9

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Mason Investment Advisory Services's IWN Position: Q2 2020 in Review

Mason Investment Advisory Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 8,924 shares — an estimated $732K sold.

Mason Investment Advisory Services first reported a position in IWN in Q1 2019 and held it in 5 quarters. The position peaked at $4.03M in Q2 2019. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

Mason Investment Advisory Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
Mason Investment Advisory Services sold 8,924 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $732K.
Mason Investment Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 5 quarters.
Mason Investment Advisory Services's iShares Russell 2000 Value ETF position peaked at $4.03M in Q2 2019.
632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Mason Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2024.