O'Brien Greene & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

O'Brien Greene & Co’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 Q4	–	Sell	-2,875	Closed	-$461K	–	141
2021 Q3	$461K	Hold	2,875	–	–	0.17%	88
2021 Q2	$477K	Sell	2,875 -200	-7%	-$33K	0.17%	89
2021 Q1	$490K	Hold	3,075	–	–	0.19%	81
2020 Q4	$405K	Hold	3,075	–	–	0.17%	89
2020 Q3	$305K	Hold	3,075	–	–	0.15%	85
2020 Q2	$300K	Hold	3,075	–	–	0.16%	86
2020 Q1	$252K	Hold	3,075	–	–	0.17%	87
2019 Q4	$395K	Buy	3,075 +100	+3%	+$12.4K	0.2%	84
2019 Q3	$355K	Sell	2,975 -300	-9%	-$35.4K	0.19%	85
2019 Q2	$395K	Hold	3,275	–	–	0.21%	85
2019 Q1	$393K	Hold	3,275	–	–	0.2%	85
2018 Q4	$352K	Buy	+3,275	New	+$394K	0.21%	83

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

O'Brien Greene & Co's IWN Position: Q4 2021 in Review

O'Brien Greene & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2021, closing a stake of 2,875 shares — an estimated $461K sold.

O'Brien Greene & Co first reported a position in IWN in Q4 2018 and held it in 12 quarters. The position peaked at $490K in Q1 2021. 943 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

O'Brien Greene & Co reported no remaining iShares Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
O'Brien Greene & Co sold 2,875 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $461K.
O'Brien Greene & Co first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 12 quarters.
O'Brien Greene & Co's iShares Russell 2000 Value ETF position peaked at $490K in Q1 2021.
943 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on O'Brien Greene & Co's 13F filing for Q4 2021, filed 8 Feb 2022.