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Aspire Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Aspire Wealth Management’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
Q3 		– Sell
-222
Closed -$31.3K – 188
2023
Q2 		$31.3K Hold
222
– – 0.02% 138
2023
Q1 		$30.4K Hold
222
– – 0.02% 134
2022
Q4 		$30.8K Hold
222
– – 0.03% 128
2022
Q3 		$29K Hold
222
– – 0.03% 125
2022
Q2 		$30K Hold
222
– – 0.03% 129
2022
Q1 		$36K Hold
222
– – 0.03% 128
2021
Q4 		$37K Buy
+222
New +$37K 0.03% 130

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspire Wealth Management's IWN Position: Q3 2023 in Review

Aspire Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2023, closing a stake of 222 shares — an estimated $31.3K sold.

Aspire Wealth Management first reported a position in IWN in Q4 2021 and held it in 7 quarters. The position peaked at $37K in Q4 2021. 882 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

  • Aspire Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 222 iShares Russell 2000 Value ETF shares in Q3 2023, an estimated $31.3K.
  • Aspire Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 7 quarters.
  • Aspire Wealth Management's iShares Russell 2000 Value ETF position peaked at $37K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.