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Core Wealth Advisors (Florida)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-105
Closed -$14.6K – 268
2022
Q4 		$14.6K Hold
105
– – 0.01% 139
2022
Q3 		$14K Hold
105
– – 0.01% 123
2022
Q2 		$14K Buy
+105
New +$15.6K 0.01% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IWN Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 105 shares — an estimated $14.6K sold.

Core Wealth Advisors (Florida) first reported a position in IWN in Q2 2022 and held it in 3 quarters. The position peaked at $14.6K in Q4 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 105 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $14.6K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s iShares Russell 2000 Value ETF position peaked at $14.6K in Q4 2022.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.