American Investment Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

American Investment Services’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 Q2	–	Sell	-1,488	Closed	-$206K	–	144
2023 Q1	$206K	Hold	1,488	–	–	0.04%	130
2022 Q4	$206K	Buy	+1,488	New	+$210K	0.04%	130
2022 Q2	–	Sell	-1,368	Closed	-$221K	–	126
2022 Q1	$221K	Hold	1,368	–	–	0.05%	112
2021 Q4	$227K	Buy	1,368 +10	+0.7%	+$1.67K	0.05%	115
2021 Q3	$218K	Hold	1,358	–	–	0.05%	115
2021 Q2	$225K	Sell	1,358 -100	-7%	-$16.5K	0.05%	113
2021 Q1	$233K	Sell	1,458 -335	-19%	-$50.6K	0.06%	108
2020 Q4	$236K	Buy	+1,793	New	+$212K	0.07%	126
2020 Q2	–	Sell	-4,586	Closed	-$376K	–	136
2020 Q1	$376K	Buy	4,586 +405	+10%	+$45.4K	0.14%	100
2019 Q4	$538K	Hold	4,181	–	–	0.16%	95
2019 Q3	$499K	Buy	4,181 +83	+2%	+$9.8K	0.16%	92
2019 Q2	$494K	Hold	4,098	–	–	0.16%	91
2019 Q1	$491K	Buy	+4,098	New	+$490K	0.16%	89
2014 Q1	–	Sell	-2,018	Closed	-$201K	–	74
2013 Q4	$201K	Sell	2,018 -380	-16%	-$36.3K	0.12%	68
2013 Q3	$220K	Sell	2,398 -690	-22%	-$62.2K	0.14%	61
2013 Q2	$265K	Buy	+3,088	New	+$262K	0.17%	66

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Investment Services's IWN Position: Q2 2023 in Review

American Investment Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 1,488 shares — an estimated $206K sold.

American Investment Services first reported a position in IWN in Q2 2013 and held it in 16 quarters. The position peaked at $538K in Q4 2019. 885 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

American Investment Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
American Investment Services sold 1,488 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $206K.
American Investment Services first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 16 quarters.
American Investment Services's iShares Russell 2000 Value ETF position peaked at $538K in Q4 2019.
885 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on American Investment Services's 13F filing for Q2 2023, filed 8 Aug 2023.