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American Portfolios Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

American Portfolios Advisors’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
Q3 		$3.78M Buy
29,304
+13,449
+85% +$1.94M 0.16% 128
2022
Q2 		$2.16M Sell
15,855
-786
-5% -$117K 0.09% 230
2022
Q1 		$2.69M Sell
16,641
-19
-0.1% -$3.03K 0.09% 232
2021
Q4 		$2.77M Buy
16,660
+676
+4% +$113K 0.09% 212
2021
Q3 		$2.56M Buy
15,984
+1,282
+9% +$206K 0.1% 215
2021
Q2 		$2.44M Sell
14,702
-1,467
-9% -$242K 0.09% 216
2021
Q1 		$2.58M Buy
16,169
+424
+3% +$64.1K 0.11% 179
2020
Q4 		$2.07M Sell
15,745
-1,587
-9% -$187K 0.11% 190
2020
Q3 		$1.72M Buy
17,332
+262
+2% +$26.6K 0.1% 188
2020
Q2 		$1.66M Sell
17,070
-15,774
-48% -$1.43M 0.11% 185
2020
Q1 		$2.69M Buy
32,844
+9,022
+38% +$1.01M 0.22% 99
2019
Q4 		$3.06M Buy
23,822
+334
+1% +$41.3K 0.22% 108
2019
Q3 		$2.8M Buy
23,488
+948
+4% +$112K 0.23% 96
2019
Q2 		$2.72M Sell
22,540
-3,204
-12% -$387K 0.23% 99
2019
Q1 		$3.09M Buy
25,744
+4,234
+20% +$506K 0.29% 79
2018
Q4 		$2.31M Buy
21,510
+3,061
+17% +$368K 0.29% 85
2018
Q3 		$2.45M Sell
18,449
-3,953
-18% -$532K 0.28% 79
2018
Q2 		$2.96M Buy
22,402
+21,508
+2,406% +$2.77M 0.4% 51
2018
Q1 		$109K Buy
894
+15
+2% +$1.88K 0.02% 718
2017
Q4 		$111K Buy
+879
New +$110K 0.02% 694

Other funds holding IWN

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's IWN Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 85% in Q3 2022, buying an estimated $1.94M and bringing the position to 29,304 shares worth $3.78M. The position accounts for 0.16% of the portfolio, ranked #128.

American Portfolios Advisors first reported a position in IWN in Q4 2017 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

  • American Portfolios Advisors held 29,304 shares of iShares Russell 2000 Value ETF worth $3.78M as of Q3 2022.
  • American Portfolios Advisors bought 13,449 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $1.94M.
  • iShares Russell 2000 Value ETF made up 0.16% of American Portfolios Advisors's portfolio in Q3 2022, its #128 holding.
  • American Portfolios Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 20 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.