Advisor Partners II’s iShares Russell 2000 Value ETF IWN Stock Holding History

Advisor Partners II’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 Q3	$624K	Buy	+4,600	New	+$660K	0.03%	632

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners II's IWN Position: Q3 2023 in Review

Advisor Partners II opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2023: 4,600 shares worth $624K. The stake represents 0.03% of the portfolio and ranks #632 among its holdings.

882 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

Advisor Partners II held 4,600 shares of iShares Russell 2000 Value ETF worth $624K as of Q3 2023.
iShares Russell 2000 Value ETF was a new Advisor Partners II position in Q3 2023.
iShares Russell 2000 Value ETF made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #632 holding.
882 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.