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Dynamic Advisor Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-1,493
Closed -$237K – 966
2024
Q1 		$237K Buy
+1,493
New +$226K 0.01% 817
2019
Q3 		– Sell
-1,913
Closed -$231K – 563
2019
Q2 		$231K Buy
+1,913
New +$231K 0.04% 423

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 22.96% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Dynamic Advisor Solutions's IWN Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 1,493 shares — an estimated $237K sold.

Dynamic Advisor Solutions first reported a position in IWN in Q2 2019 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,493 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $237K.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's iShares Russell 2000 Value ETF position peaked at $237K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.