AIP
IWN icon

Almanack Investment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-244
Closed -$32K – 678
2022
Q3 		$32K Buy
+244
New +$35.3K 0.01% 318
2019
Q3 		– Sell
-2,839
Closed -$342K – 270
2019
Q2 		$342K Buy
+2,839
New +$343K 0.08% 124

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Almanack Investment Partners's IWN Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 244 shares — an estimated $32K sold.

Almanack Investment Partners first reported a position in IWN in Q2 2019 and held it in 2 quarters. The position peaked at $342K in Q2 2019. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 244 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $32K.
  • Almanack Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 2 quarters.
  • Almanack Investment Partners's iShares Russell 2000 Value ETF position peaked at $342K in Q2 2019.
  • 932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.