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Wealthspire Advisors (Maryland)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$453K Sell
4,559
-3,271
-42% -$332K 0.02% 293
2020
Q2 		$763K Sell
7,830
-1,621
-17% -$147K 0.05% 196
2020
Q1 		$775K Sell
9,451
-818
-8% -$91.8K 0.07% 176
2019
Q4 		$1.32M Sell
10,269
-112
-1% -$13.8K 0.09% 135
2019
Q3 		$1.24M Sell
10,381
-99
-0.9% -$11.7K 0.09% 121
2019
Q2 		$1.26M Sell
10,480
-405
-4% -$48.9K 0.09% 115
2019
Q1 		$1.3M Sell
10,885
-133
-1% -$15.9K 0.1% 113
2018
Q4 		$1.19M Sell
11,018
-1,504
-12% -$181K 0.11% 107
2018
Q3 		$1.67M Sell
12,522
-1,331
-10% -$179K 0.14% 95
2018
Q2 		$1.83M Buy
13,853
+2,052
+17% +$264K 0.17% 81
2018
Q1 		$1.44M Sell
11,801
-584
-5% -$73.1K 0.14% 101
2017
Q4 		$1.56M Buy
12,385
+521
+4% +$65.1K 0.15% 96
2017
Q3 		$1.47M Sell
11,864
-135
-1% -$15.9K 0.16% 95
2017
Q2 		$1.43M Buy
11,999
+7,455
+164% +$876K 0.17% 95
2017
Q1 		$537K Sell
4,544
-81
-2% -$9.61K 0.08% 170
2016
Q4 		$550K Buy
4,625
+1,184
+34% +$131K 0.08% 160
2016
Q3 		$360K Buy
3,441
+1,290
+60% +$132K 0.06% 227
2016
Q2 		$209K Sell
2,151
-1,058
-33% -$101K 0.03% 356
2016
Q1 		$299K Buy
3,209
+610
+23% +$52.9K 0.05% 256
2015
Q4 		$239K Buy
+2,599
New +$247K 0.04% 315

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Russell 2000 Value ETF (IWN) stake by 42% in Q3 2020, selling an estimated $332K and leaving 4,559 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #293.

Wealthspire Advisors (Maryland) first reported a position in IWN in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.83M in Q2 2018. 635 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,559 shares of iShares Russell 2000 Value ETF worth $453K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,271 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $332K.
  • iShares Russell 2000 Value ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #293 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell 2000 Value ETF position peaked at $1.83M in Q2 2018.
  • 635 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.