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

Granite Bay 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
Q1 		– Sell
-5,859
Closed -$812K – 181
2023
Q4 		$812K Hold
5,859
– – 0.01% 220
2023
Q3 		$840K Buy
+5,859
New +$840K 0.01% 223

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Granite Bay Wealth Management's IWN Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 5,859 shares — an estimated $812K sold.

Granite Bay Wealth Management first reported a position in IWN in Q3 2023 and held it in 2 quarters. The position peaked at $840K in Q3 2023. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 5,859 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $812K.
  • Granite Bay Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's iShares Russell 2000 Value ETF position peaked at $840K in Q3 2023.
  • 952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.