Financial Services Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Financial Services Advisory’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	-93,951	Closed	-$13M	–	38
2022 Q4	$13M	Buy	+93,951	New	+$13.3M	8.41%	5
2022 Q2	–	Sell	-5,302	Closed	-$856K	–	19
2022 Q1	$856K	Buy	+5,302	New	+$845K	1.33%	16

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

Financial Services Advisory's IWN Position: Q1 2023 in Review

Financial Services Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 93,951 shares — an estimated $13M sold.

Financial Services Advisory first reported a position in IWN in Q1 2022 and held it in 2 quarters. The position peaked at $13M in Q4 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Financial Services Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Financial Services Advisory sold 93,951 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $13M.
Financial Services Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and held it in 2 quarters.
Financial Services Advisory's iShares Russell 2000 Value ETF position peaked at $13M in Q4 2022.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Financial Services Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.