CSIA
IWN icon

Carl Stuart Investment Advisor’s iShares Russell 2000 Value ETF IWN Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-99
Closed -$222K – 37
2023
Q1 		$222K Buy
+99
New +$14.3K 0.21% 31

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

Carl Stuart Investment Advisor's IWN Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 99 shares — an estimated $222K sold.

Carl Stuart Investment Advisor first reported a position in IWN in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 99 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $222K.
  • Carl Stuart Investment Advisor first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's iShares Russell 2000 Value ETF position peaked at $222K in Q1 2023.
  • 884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.