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

BDO 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 		$38.7K Buy
275
+1
+0.4% +$135 ﹤0.01% 476
2023
Q1 		$37.6K Buy
274
+32
+13% +$4.64K ﹤0.01% 470
2022
Q4 		$33.5K Sell
242
-149
-38% -$21K ﹤0.01% 476
2022
Q3 		$50K Buy
391
+1
+0.3% +$145 0.01% 401
2022
Q2 		$53K Hold
390
– – 0.01% 401
2022
Q1 		$63K Buy
390
+11
+3% +$1.75K 0.01% 392
2021
Q4 		$63K Sell
379
-12
-3% -$2K 0.01% 411
2021
Q3 		$63K Hold
391
– – 0.01% 410
2021
Q2 		$65K Buy
391
+12
+3% +$1.98K 0.01% 422
2021
Q1 		$60K Sell
379
-30
-7% -$4.53K 0.01% 423
2020
Q4 		$54K Buy
409
+30
+8% +$3.54K 0.01% 344
2020
Q3 		$38K Sell
379
-131
-26% -$13.3K 0.01% 362
2020
Q2 		$50K Sell
510
-298
-37% -$27.1K 0.01% 329
2020
Q1 		$66K Buy
808
+95
+13% +$10.7K 0.01% 311
2019
Q4 		$92K Hold
713
– – 0.02% 254
2019
Q3 		$85K Sell
713
-100
-12% -$11.8K 0.02% 267
2019
Q2 		$98K Hold
813
– – 0.03% 251
2019
Q1 		$97K Hold
813
– – 0.03% 226
2018
Q4 		$87K Sell
813
-15
-2% -$1.8K 0.03% 217
2018
Q3 		$110K Hold
828
– – 0.04% 211
2018
Q2 		$109K Buy
828
+289
+54% +$37.2K 0.04% 209
2018
Q1 		$66K Hold
539
– – 0.02% 220
2017
Q4 		$68K Sell
539
-34
-6% -$4.25K 0.03% 186
2017
Q3 		$71K Sell
573
-65
-10% -$7.66K 0.04% 161
2017
Q2 		$76K Buy
+638
New +$75K 0.03% 193

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BDO Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.36% in Q2 2023, buying an estimated $135 and bringing the position to 275 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

BDO Wealth Advisors first reported a position in IWN in Q2 2017 and has held it in 25 quarters since. The position peaked at $110K in Q3 2018. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

  • BDO Wealth Advisors held 275 shares of iShares Russell 2000 Value ETF worth $38.7K as of Q2 2023.
  • BDO Wealth Advisors bought 1 iShares Russell 2000 Value ETF share in Q2 2023, an estimated $135.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #476 holding.
  • BDO Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $110K in Q3 2018.
  • 884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.