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Walter & Keenan Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Walter & Keenan 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
-3,755
Closed -$291K – 167
2020
Q1 		$291K Buy
+3,755
New +$421K 0.12% 86

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

Walter & Keenan Wealth Management's IWN Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 3,755 shares — an estimated $291K sold.

Walter & Keenan Wealth Management first reported a position in IWN in Q1 2020 and held it in 1 quarter. The position peaked at $291K in Q1 2020. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 3,755 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $291K.
  • Walter & Keenan Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's iShares Russell 2000 Value ETF position peaked at $291K in Q1 2020.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.