MWM
IWN icon

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

MBE Wealth 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
2020
Q2 		– Sell
-35
Closed -$2K – 285
2020
Q1 		$2K Buy
+35
New +$3.93K ﹤0.01% 458

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
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

MBE Wealth Management's IWN Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 35 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in IWN in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 35 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Russell 2000 Value ETF position peaked at $2K in Q1 2020.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.