Amplius Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Amplius Wealth 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
2023 Q2	–	Sell	-3,551	Closed	-$487K	–	175
2023 Q1	$487K	Buy	3,551 +75	+2%	+$10.9K	0.07%	97
2022 Q4	$482K	Buy	+3,476	New	+$491K	0.08%	90
2022 Q1	–	Sell	-454	Closed	-$75K	–	535
2021 Q4	$75K	Buy	+454	New	+$75.7K	0.01%	280

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's IWN Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 3,551 shares — an estimated $487K sold.

Amplius Wealth Advisors first reported a position in IWN in Q4 2021 and held it in 3 quarters. The position peaked at $487K in Q1 2023. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

Amplius Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 3,551 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $487K.
Amplius Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 3 quarters.
Amplius Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $487K in Q1 2023.
884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.