BSWA
IWN icon

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
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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $564B AUM 30.12% 1-Year Est. Return