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BBJS Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

BBJS Financial 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
2024
Q3 		$51.7K Hold
310
– – 0.02% 72
2024
Q2 		$47.2K Hold
310
– – 0.02% 72
2024
Q1 		$49.2K Hold
310
– – 0.02% 70
2023
Q4 		$48.2K Hold
310
– – 0.02% 70
2023
Q3 		$42K Hold
310
– – 0.02% 73
2023
Q2 		$43.6K Hold
310
– – 0.02% 69
2023
Q1 		$42.5K Hold
310
– – 0.02% 69
2022
Q4 		$43K Buy
+310
New +$43.8K 0.02% 79

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BBJS Financial Advisors's IWN Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2024 at 310 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #72.

BBJS Financial Advisors first reported a position in IWN in Q4 2022 and has held it in 8 quarters since. 975 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • BBJS Financial Advisors held 310 shares of iShares Russell 2000 Value ETF worth $51.7K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q3 2024.
  • iShares Russell 2000 Value ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #72 holding.
  • BBJS Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.