First PREMIER Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

First PREMIER Bank’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 Q1	–	Sell	-9	Closed	-$1K	–	497
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	366
2023 Q3	$1K	Hold	9	–	–	﹤0.01%	341
2023 Q2	$1K	Sell	9 -200	-96%	-$27K	﹤0.01%	361
2023 Q1	$28K	Hold	209	–	–	0.01%	283
2022 Q4	$29K	Hold	209	–	–	0.01%	264
2022 Q3	$27K	Hold	209	–	–	0.01%	264
2022 Q2	$28K	Hold	209	–	–	0.01%	279
2022 Q1	$33K	Hold	209	–	–	0.01%	255
2021 Q4	$34K	Hold	209	–	–	0.01%	248
2021 Q3	$33K	Hold	209	–	–	0.01%	247
2021 Q2	$34K	Buy	+209	New	+$34.5K	0.01%	247

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

First PREMIER Bank's IWN Position: Q1 2024 in Review

First PREMIER Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 9 shares — an estimated $1K sold.

First PREMIER Bank first reported a position in IWN in Q2 2021 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

First PREMIER Bank reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
First PREMIER Bank sold 9 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $1K.
First PREMIER Bank first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 11 quarters.
First PREMIER Bank's iShares Russell 2000 Value ETF position peaked at $34K in Q4 2021.
952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on First PREMIER Bank's 13F filing for Q1 2024, filed 12 Apr 2024.