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Clear Point Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clear Point 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
Q4 		– Sell
-117
Closed -$19.5K – 328
2024
Q3 		$19.5K Buy
117
+1
+0.9% +$162 0.02% 282
2024
Q2 		$17.7K Hold
116
– – 0.01% 280
2024
Q1 		$18.4K Buy
116
+1
+0.9% +$151 0.02% 282
2023
Q4 		$17.9K Buy
+115
New +$15.9K 0.02% 275

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Clear Point Advisors's IWN Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 117 shares — an estimated $19.5K sold.

Clear Point Advisors first reported a position in IWN in Q4 2023 and held it in 4 quarters. The position peaked at $19.5K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 117 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $19.5K.
  • Clear Point Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares Russell 2000 Value ETF position peaked at $19.5K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.