Global Wealth Management Investment Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Global Wealth Management Investment Advisory’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	-17	Closed	-$2.64K	–	296
2023 Q4	$2.64K	Hold	17	–	–	﹤0.01%	377
2023 Q3	$2.3K	Hold	17	–	–	﹤0.01%	373
2023 Q2	$2.39K	Buy	+17	New	+$2.3K	﹤0.01%	378
2019 Q1	–	Sell	-20	Closed	-$2K	–	720
2018 Q4	$2K	Buy	+20	New	+$2.41K	﹤0.01%	590

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

Global Wealth Management Investment Advisory's IWN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 17 shares — an estimated $2.64K sold.

Global Wealth Management Investment Advisory first reported a position in IWN in Q4 2018 and held it in 4 quarters. The position peaked at $2.64K in Q4 2023. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 17 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $2.64K.
Global Wealth Management Investment Advisory first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 4 quarters.
Global Wealth Management Investment Advisory's iShares Russell 2000 Value ETF position peaked at $2.64K in Q4 2023.
952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.