FMI
IWN icon

F/M Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

F/M Investments’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
Q4 		– Sell
-2,085
Closed -$348K – 407
2024
Q3 		$348K Sell
2,085
-154
-7% -$25K 0.01% 307
2024
Q2 		$341K Buy
+2,239
New +$342K 0.01% 294

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

F/M Investments's IWN Position: Q4 2024 in Review

F/M Investments sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 2,085 shares — an estimated $348K sold.

F/M Investments first reported a position in IWN in Q2 2024 and held it in 2 quarters. The position peaked at $348K in Q3 2024. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • F/M Investments reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • F/M Investments sold 2,085 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $348K.
  • F/M Investments first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and held it in 2 quarters.
  • F/M Investments's iShares Russell 2000 Value ETF position peaked at $348K in Q3 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on F/M Investments's 13F filing for Q4 2024, filed 13 Feb 2025.