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FMA Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

FMA Wealth Management’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
Q3 		– Sell
-17,649
Closed -$2.69M – 47
2024
Q2 		$2.69M Sell
17,649
-1
-0% -$153 2.17% 15
2024
Q1 		$2.8M Buy
17,650
+21
+0.1% +$3.18K 2.32% 14
2023
Q4 		$2.74M Buy
+17,629
New +$2.44M 2.5% 13

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMA Wealth Management's IWN Position: Q3 2024 in Review

FMA Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2024, closing a stake of 17,649 shares — an estimated $2.69M sold.

FMA Wealth Management first reported a position in IWN in Q4 2023 and held it in 3 quarters. The position peaked at $2.8M in Q1 2024. 975 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • FMA Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2024 after selling out during the quarter.
  • FMA Wealth Management sold 17,649 iShares Russell 2000 Value ETF shares in Q3 2024, an estimated $2.69M.
  • FMA Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 3 quarters.
  • FMA Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.8M in Q1 2024.
  • 975 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on FMA Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.