First National Bank of South Miami’s iShares Russell 2000 Value ETF IWN Stock Holding History

First National Bank of South Miami’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	-361	Closed	-$50K	–	270
2022 Q4	$50K	Hold	361	–	–	0.04%	188
2022 Q3	$47K	Hold	361	–	–	0.04%	190
2022 Q2	$49K	Sell	361 -153	-30%	-$22.8K	0.03%	198
2022 Q1	$83K	Sell	514 -153	-23%	-$24.4K	0.05%	193
2021 Q4	$111K	Buy	+667	New	+$111K	0.07%	176

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First National Bank of South Miami's IWN Position: Q1 2023 in Review

First National Bank of South Miami sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 361 shares — an estimated $50K sold.

First National Bank of South Miami first reported a position in IWN in Q4 2021 and held it in 5 quarters. The position peaked at $111K in Q4 2021. 870 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

First National Bank of South Miami reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 361 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $50K.
First National Bank of South Miami first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 5 quarters.
First National Bank of South Miami's iShares Russell 2000 Value ETF position peaked at $111K in Q4 2021.
870 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.