Greenwood Gearhart’s iShares Russell 2000 Value ETF IWN Stock Holding History

Greenwood Gearhart’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	-1,000	Closed	-$155K	–	188
2023 Q4	$155K	Buy	+1,000	New	+$139K	0.02%	109
2022 Q2	–	Sell	-1,300	Closed	-$210K	–	94
2022 Q1	$210K	Sell	1,300 -165	-11%	-$26.3K	0.03%	95
2021 Q4	$243K	Hold	1,465	–	–	0.03%	91
2021 Q3	$235K	Sell	1,465 -200	-12%	-$32.1K	0.04%	81
2021 Q2	$276K	Sell	1,665 -435	-21%	-$71.8K	0.04%	75
2021 Q1	$335K	Sell	2,100 -1,470	-41%	-$222K	0.06%	69
2020 Q4	$470K	Buy	+3,570	New	+$421K	0.09%	61

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

Greenwood Gearhart's IWN Position: Q1 2024 in Review

Greenwood Gearhart sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 1,000 shares — an estimated $155K sold.

Greenwood Gearhart first reported a position in IWN in Q4 2020 and held it in 7 quarters. The position peaked at $470K in Q4 2020. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

Greenwood Gearhart reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 1,000 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $155K.
Greenwood Gearhart first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 7 quarters.
Greenwood Gearhart's iShares Russell 2000 Value ETF position peaked at $470K in Q4 2020.
952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.