Argent Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Argent Financial Group’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
2024 Q3	$430K	Buy	+2,579	New	+$419K	0.05%	221

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Argent Financial Group's IWN Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2024: 2,579 shares worth $430K. The stake represents 0.05% of the portfolio and ranks #221 among its holdings.

975 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

Argent Financial Group held 2,579 shares of iShares Russell 2000 Value ETF worth $430K as of Q3 2024.
iShares Russell 2000 Value ETF was a new Argent Financial Group position in Q3 2024.
iShares Russell 2000 Value ETF made up 0.05% of Argent Financial Group's portfolio in Q3 2024, its #221 holding.
975 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.