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Accredited Investors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Accredited Investors’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
2023
Q1 		– Sell
-2,609
Closed -$362K – 194
2022
Q4 		$362K Sell
2,609
-1,032
-28% -$146K 0.03% 125
2022
Q3 		$469K Sell
3,641
-7,912
-68% -$1.14M 0.05% 98
2022
Q2 		$1.57M Sell
11,553
-218,695
-95% -$32.5M 0.19% 48
2022
Q1 		$37.2M Buy
230,248
+36,099
+19% +$5.76M 3.35% 11
2021
Q4 		$32.2M Buy
194,149
+37,158
+24% +$6.19M 2.87% 14
2021
Q3 		$25.2M Buy
156,991
+9,941
+7% +$1.6M 2.72% 15
2021
Q2 		$24.4M Buy
147,050
+8,387
+6% +$1.38M 2.49% 16
2021
Q1 		$22.1M Buy
+138,663
New +$21M 2.96% 13
2020
Q2 		– Sell
-5,124
Closed -$420K – 136
2020
Q1 		$420K Sell
5,124
-4,248
-45% -$477K 0.1% 89
2019
Q4 		$1.21M Sell
9,372
-91
-1% -$11.3K 0.2% 47
2019
Q3 		$1.13M Buy
9,463
+35
+0.4% +$4.13K 0.22% 47
2019
Q2 		$1.14M Sell
9,428
-686
-7% -$82.9K 0.22% 50
2019
Q1 		$1.21M Sell
10,114
-748
-7% -$89.3K 0.24% 45
2018
Q4 		$1.17M Buy
10,862
+5,990
+123% +$721K 0.26% 41
2018
Q3 		$648K Sell
4,872
-60
-1% -$8.08K 0.16% 54
2018
Q2 		$651K Sell
4,932
-241
-5% -$31.1K 0.17% 48
2018
Q1 		$630K Buy
5,173
+514
+11% +$64.4K 0.17% 49
2017
Q4 		$586K Buy
+4,659
New +$582K 0.16% 53

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accredited Investors's IWN Position: Q1 2023 in Review

Accredited Investors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 2,609 shares — an estimated $362K sold.

Accredited Investors first reported a position in IWN in Q4 2017 and held it in 18 quarters. The position peaked at $37.2M in Q1 2022. 870 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • Accredited Investors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Accredited Investors sold 2,609 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $362K.
  • Accredited Investors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 18 quarters.
  • Accredited Investors's iShares Russell 2000 Value ETF position peaked at $37.2M in Q1 2022.
  • 870 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Accredited Investors's 13F filing for Q1 2023, filed 24 Apr 2023.