Column Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Column Capital 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 Q3	$50.8K	Buy	375 +1	+0.3%	+$143	0.01%	321
2023 Q2	$52.8K	Buy	374 +1	+0.3%	+$135	0.01%	318
2023 Q1	$51.2K	Buy	373 +2	+0.5%	+$290	0.01%	321
2022 Q4	$51.5K	Buy	371 +5	+1%	+$706	0.01%	293
2022 Q3	$47K	Hold	366	–	–	0.01%	282
2022 Q2	$50K	Buy	366 +1	+0.3%	+$149	0.01%	280
2022 Q1	$59K	Buy	365 +1	+0.3%	+$159	0.01%	273
2021 Q4	$60K	Buy	364 +5	+1%	+$833	0.01%	270
2021 Q3	$58K	Hold	359	–	–	0.01%	251
2021 Q2	$60K	Buy	359 +1	+0.3%	+$165	0.01%	248
2021 Q1	$57K	Sell	358 -40	-10%	-$6.04K	0.01%	251
2020 Q4	$52K	Buy	398 +2	+0.5%	+$236	0.01%	262
2020 Q3	$39K	Buy	396 +2	+0.5%	+$203	0.01%	281
2020 Q2	$38K	Buy	394 +3	+0.8%	+$273	0.01%	288
2020 Q1	$32K	Buy	391 +1	+0.3%	+$112	0.01%	258
2019 Q4	$50K	Buy	+390	New	+$48.2K	0.03%	240

Other funds holding IWN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

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

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

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

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

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

Column Capital Advisors's IWN Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q3 2023, buying an estimated $143 and bringing the position to 375 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #321.

Column Capital Advisors first reported a position in IWN in Q4 2019 and has held it in 16 quarters since. The position peaked at $60K in Q4 2021. 882 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

Column Capital Advisors held 375 shares of iShares Russell 2000 Value ETF worth $50.8K as of Q3 2023.
Column Capital Advisors bought 1 iShares Russell 2000 Value ETF share in Q3 2023, an estimated $143.
iShares Russell 2000 Value ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #321 holding.
Column Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Russell 2000 Value ETF position peaked at $60K in Q4 2021.
882 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.