AF
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Affiance Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Affiance Financial’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
-107
Closed -$14.8K – 257
2022
Q4 		$14.8K Hold
107
– – 0.01% 265
2022
Q3 		$14K Hold
107
– – 0.01% 109
2022
Q2 		$15K Hold
107
– – 0.01% 110
2022
Q1 		$17K Hold
107
– – 0.01% 122
2021
Q4 		$18K Hold
107
– – 0.01% 133
2021
Q3 		$17K Hold
107
– – 0.01% 140
2021
Q2 		$18K Hold
107
– – 0.01% 143
2021
Q1 		$17K Buy
+107
New +$16.2K 0.01% 140
2020
Q2 		– Sell
-9
Closed -$1K – 137
2020
Q1 		$1K Buy
+9
New +$1.01K ﹤0.01% 131

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Affiance Financial's IWN Position: Q1 2023 in Review

Affiance Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 107 shares — an estimated $14.8K sold.

Affiance Financial first reported a position in IWN in Q1 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • Affiance Financial reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 107 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $14.8K.
  • Affiance Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 9 quarters.
  • Affiance Financial's iShares Russell 2000 Value ETF position peaked at $18K in Q4 2021.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.