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Frisch Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Frisch Financial Group’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
-1,729
Closed -$240K – 131
2022
Q4 		$240K Buy
1,729
+7
+0.4% +$988 0.09% 116
2022
Q3 		$222K Sell
1,722
-82
-5% -$11.9K 0.09% 106
2022
Q2 		$246K Buy
1,804
+19
+1% +$2.83K 0.1% 107
2022
Q1 		$288K Buy
1,785
+3
+0.2% +$478 0.09% 115
2021
Q4 		$295K Buy
1,782
+81
+5% +$13.5K 0.09% 125
2021
Q3 		$273K Buy
1,701
+5
+0.3% +$803 0.09% 115
2021
Q2 		$281K Buy
1,696
+148
+10% +$24.4K 0.09% 119
2021
Q1 		$247K Buy
1,548
+2
+0.1% +$302 0.08% 127
2020
Q4 		$204K Buy
+1,546
New +$182K 0.07% 132

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return