American Institute for Advanced Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

American Institute for Advanced Investment Management’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	–	Sell	-2,055	Closed	-$289K	–	118
2023 Q2	$289K	Sell	2,055 -725	-26%	-$98K	0.25%	93
2023 Q1	$326K	Sell	2,780 -275	-9%	-$39.9K	0.35%	77
2022 Q4	$424K	Buy	3,055 +75	+3%	+$10.6K	0.39%	69
2022 Q3	$384K	Hold	2,980	–	–	0.36%	70
2022 Q2	$406K	Buy	+2,980	New	+$443K	0.36%	71
2020 Q1	–	Sell	-2,335	Closed	-$300K	–	94
2019 Q4	$300K	Buy	+2,335	New	+$289K	0.29%	74

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 $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

American Institute for Advanced Investment Management's IWN Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2023, closing a stake of 2,055 shares — an estimated $289K sold.

American Institute for Advanced Investment Management first reported a position in IWN in Q4 2019 and held it in 6 quarters. The position peaked at $424K in Q4 2022. 883 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 2,055 iShares Russell 2000 Value ETF shares in Q3 2023, an estimated $289K.
American Institute for Advanced Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 6 quarters.
American Institute for Advanced Investment Management's iShares Russell 2000 Value ETF position peaked at $424K in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.