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Everhart Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Everhart Financial Group’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
Q2 		– Sell
-1,512
Closed -$207K – 221
2023
Q1 		$207K Sell
1,512
-35
-2% -$5.07K 0.09% 196
2022
Q4 		$215K Buy
+1,547
New +$218K 0.11% 164
2022
Q2 		– Sell
-1,385
Closed -$224K – 192
2022
Q1 		$224K Sell
1,385
-22
-2% -$3.51K 0.13% 117
2021
Q4 		$234K Buy
1,407
+11
+0.8% +$1.83K 0.14% 104
2021
Q3 		$224K Buy
+1,396
New +$224K 0.15% 93

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Everhart Financial Group's IWN Position: Q2 2023 in Review

Everhart Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 1,512 shares — an estimated $207K sold.

Everhart Financial Group first reported a position in IWN in Q3 2021 and held it in 5 quarters. The position peaked at $234K in Q4 2021. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

  • Everhart Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Everhart Financial Group sold 1,512 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $207K.
  • Everhart Financial Group first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and held it in 5 quarters.
  • Everhart Financial Group's iShares Russell 2000 Value ETF position peaked at $234K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Everhart Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.