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Global Wealth Strategies & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-9
Closed -$1.43K – 351
2024
Q1 		$1.43K Buy
+9
New +$1.36K ﹤0.01% 295

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Global Wealth Strategies & Associates's IWN Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 9 shares — an estimated $1.43K sold.

Global Wealth Strategies & Associates first reported a position in IWN in Q1 2024 and held it in 1 quarter. The position peaked at $1.43K in Q1 2024. 930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 9 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $1.43K.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Russell 2000 Value ETF position peaked at $1.43K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.