O'Brien Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-2,607	Closed	-$283K	–	38
2020 Q3	$283K	Sell	2,607 -23	-0.9%	-$2.34K	0.12%	23
2020 Q2	$241K	Sell	2,630 -6,051	-70%	-$550K	0.1%	25
2020 Q1	$669K	Sell	8,681 -1,157	-12%	-$130K	0.38%	17
2019 Q4	$1.26M	Sell	9,838 -587	-6%	-$72.6K	0.9%	14
2019 Q3	$1.25M	Sell	10,425 -299	-3%	-$35.3K	0.98%	13
2019 Q2	$1.3M	Sell	10,724 -192	-2%	-$23.2K	0.95%	13
2019 Q1	$1.31M	Sell	10,916 -1,496	-12%	-$179K	0.93%	11
2018 Q4	$1.44M	Sell	12,412 -1,660	-12%	-$200K	0.99%	11
2018 Q3	$1.87M	Sell	14,072 -5,976	-30%	-$805K	1.22%	7
2018 Q2	$2.65M	Sell	20,048 -510	-2%	-$65.7K	1.97%	8
2018 Q1	$2.51M	Sell	20,558 -4,546	-18%	-$569K	1.72%	8
2017 Q4	$3.16M	Sell	25,104 -880	-3%	-$110K	1.99%	9
2017 Q3	$3.23M	Sell	25,984 -2,079	-7%	-$245K	1.68%	10
2017 Q2	$3.34M	Sell	28,063 -2,570	-8%	-$302K	1.76%	10
2017 Q1	$3.62M	Sell	30,633 -3,873	-11%	-$460K	2.01%	10
2016 Q4	$4.1M	Sell	34,506 -1,488	-4%	-$164K	2.45%	10
2016 Q3	$3.77M	Sell	35,994 -1,808	-5%	-$185K	2.46%	11
2016 Q2	$3.68M	Sell	37,802 -3,841	-9%	-$366K	2.57%	12
2016 Q1	$3.88M	Sell	41,643 -1,630	-4%	-$141K	3.02%	9
2015 Q4	$3.98M	Buy	+43,273	New	+$4.11M	3.89%	6

Other funds holding IWN

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

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

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

APF

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

O'Brien Wealth Partners's IWN Position: Q4 2020 in Review

O'Brien Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 2,607 shares — an estimated $283K sold.

O'Brien Wealth Partners first reported a position in IWN in Q4 2015 and held it in 20 quarters. The position peaked at $4.1M in Q4 2016. 772 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

O'Brien Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
O'Brien Wealth Partners sold 2,607 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $283K.
O'Brien Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 20 quarters.
O'Brien Wealth Partners's iShares Russell 2000 Value ETF position peaked at $4.1M in Q4 2016.
772 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on O'Brien Wealth Partners's 13F filing for Q4 2020, filed 11 Jan 2021.