American Research & Management Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

American Research & Management Company’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	$5K	Hold	40	–	–	﹤0.01%	322
2022 Q2	$5K	Hold	40	–	–	﹤0.01%	333
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	338
2021 Q4	$7K	Hold	40	–	–	﹤0.01%	317
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	326
2021 Q2	$7K	Hold	40	–	–	﹤0.01%	329
2021 Q1	$6K	Hold	40	–	–	﹤0.01%	320
2020 Q4	$5K	Sell	40 -40	-50%	-$4.72K	﹤0.01%	328
2020 Q3	$8K	Hold	80	–	–	﹤0.01%	273
2020 Q2	$8K	Hold	80	–	–	﹤0.01%	278
2020 Q1	$7K	Hold	80	–	–	﹤0.01%	273
2019 Q4	$10K	Hold	80	–	–	﹤0.01%	273
2019 Q3	$10K	Hold	80	–	–	﹤0.01%	273
2019 Q2	$10K	Hold	80	–	–	﹤0.01%	286
2019 Q1	$10K	Hold	80	–	–	﹤0.01%	317
2018 Q4	$9K	Hold	80	–	–	﹤0.01%	276
2018 Q3	$11K	Hold	80	–	–	﹤0.01%	285
2018 Q2	$11K	Hold	80	–	–	﹤0.01%	264
2018 Q1	$10K	Hold	80	–	–	﹤0.01%	298
2017 Q4	$10K	Hold	80	–	–	﹤0.01%	300
2017 Q3	$10K	Hold	80	–	–	﹤0.01%	272
2017 Q2	$10K	Hold	80	–	–	﹤0.01%	263
2017 Q1	$9K	Hold	80	–	–	﹤0.01%	257
2016 Q4	$10K	Hold	80	–	–	﹤0.01%	272
2016 Q3	$8K	Hold	80	–	–	﹤0.01%	286
2016 Q2	$8K	Hold	80	–	–	﹤0.01%	273
2016 Q1	$7K	Hold	80	–	–	﹤0.01%	287
2015 Q4	$7K	Hold	80	–	–	﹤0.01%	290
2015 Q3	$7K	Hold	80	–	–	﹤0.01%	297
2015 Q2	$8K	Hold	80	–	–	﹤0.01%	297
2015 Q1	$8K	Hold	80	–	–	﹤0.01%	302
2014 Q4	$8K	Hold	80	–	–	﹤0.01%	293
2014 Q3	$7K	Hold	80	–	–	﹤0.01%	307
2014 Q2	$8K	Hold	80	–	–	﹤0.01%	305
2014 Q1	$8K	Hold	80	–	–	﹤0.01%	307
2013 Q4	$8K	Hold	80	–	–	﹤0.01%	313
2013 Q3	$7K	Hold	80	–	–	﹤0.01%	300
2013 Q2	$7K	Buy	+80	New	+$6.78K	﹤0.01%	299

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 22.96% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

American Research & Management Company's IWN Position: Q3 2022 in Review

American Research & Management Company held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2022 at 40 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

American Research & Management Company first reported a position in IWN in Q2 2013 and has held it in 38 quarters since. The position peaked at $11K in Q3 2018. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

American Research & Management Company held 40 shares of iShares Russell 2000 Value ETF worth $5K as of Q3 2022.
American Research & Management Company left its iShares Russell 2000 Value ETF share count unchanged in Q3 2022.
iShares Russell 2000 Value ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #322 holding.
American Research & Management Company first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 38 quarters since.
American Research & Management Company's iShares Russell 2000 Value ETF position peaked at $11K in Q3 2018.
840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.