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

RMR Wealth Builders’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
-145
Closed -$23K – 425
2021
Q1 		$23K Hold
145
– – 0.01% 488
2020
Q4 		$19K Sell
145
-2,110
-94% -$249K 0.01% 357
2020
Q3 		$224K Buy
+2,255
New +$229K 0.06% 189

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RMR Wealth Builders's IWN Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 145 shares — an estimated $23K sold.

RMR Wealth Builders first reported a position in IWN in Q3 2020 and held it in 3 quarters. The position peaked at $224K in Q3 2020. 853 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 145 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $23K.
  • RMR Wealth Builders first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 3 quarters.
  • RMR Wealth Builders's iShares Russell 2000 Value ETF position peaked at $224K in Q3 2020.
  • 853 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.