Diversified’s iShares Russell 2000 Value ETF IWN Stock Holding History

Diversified’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	-2,507	Closed	-$348K	–	155
2022 Q4	$348K	Buy	+2,507	New	+$354K	0.14%	99

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified's IWN Position: Q1 2023 in Review

Diversified sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 2,507 shares — an estimated $348K sold.

Diversified first reported a position in IWN in Q4 2022 and held it in 1 quarter. The position peaked at $348K in Q4 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Diversified reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Diversified sold 2,507 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $348K.
Diversified first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 1 quarter.
Diversified's iShares Russell 2000 Value ETF position peaked at $348K in Q4 2022.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Diversified's 13F filing for Q1 2023, filed 24 Apr 2023.