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FNY Investment Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-400
Closed -$54K – 609
2023
Q3 		$54K Buy
+400
New +$57.4K 0.03% 218
2019
Q4 		– Sell
-14,222
Closed -$1.7M – 924
2019
Q3 		$1.7M Buy
+14,222
New +$1.68M 0.52% 30

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FNY Investment Advisers's IWN Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 400 shares — an estimated $54K sold.

FNY Investment Advisers first reported a position in IWN in Q3 2019 and held it in 2 quarters. The position peaked at $1.7M in Q3 2019. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 400 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $54K.
  • FNY Investment Advisers first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 2 quarters.
  • FNY Investment Advisers's iShares Russell 2000 Value ETF position peaked at $1.7M in Q3 2019.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.