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

Bromfield Sneider 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
2024 Q1	$129K	Hold	811	–	–	0.08%	51
2023 Q4	$126K	Hold	811	–	–	0.09%	51
2023 Q3	$110K	Hold	811	–	–	0.08%	50
2023 Q2	$114K	Hold	811	–	–	0.09%	45
2023 Q1	$111K	Hold	811	–	–	0.09%	44
2022 Q4	$112K	Hold	811	–	–	0.1%	41
2022 Q3	$105K	Hold	811	–	–	0.12%	40
2022 Q2	$110K	Hold	811	–	–	0.13%	39
2022 Q1	$131K	Buy	+811	New	+$129K	0.14%	39

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IWN Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2024 at 811 shares worth $129K. The position accounts for 0.08% of the portfolio, ranked #51.

Bromfield Sneider Wealth Advisors first reported a position in IWN in Q1 2022 and has held it in 9 quarters since. The position peaked at $131K in Q1 2022. 954 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

Bromfield Sneider Wealth Advisors held 811 shares of iShares Russell 2000 Value ETF worth $129K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q1 2024.
iShares Russell 2000 Value ETF made up 0.08% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #51 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $131K in Q1 2022.
954 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.