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GYL Financial Synergies’s iShares Russell 2000 Value ETF IWN Stock Holding History

GYL Financial Synergies’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
Q3 		$213K Buy
+1,274
New +$207K 0.02% 351
2024
Q2 		– Sell
-1,274
Closed -$202K – 374
2024
Q1 		$202K Buy
+1,274
New +$193K 0.02% 358

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 22.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's IWN Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2024: 1,274 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #351 among its holdings. This is a return to the name: GYL Financial Synergies previously reported a position in IWN as recently as Q1 2024.

GYL Financial Synergies first reported a position in IWN in Q1 2024 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • GYL Financial Synergies held 1,274 shares of iShares Russell 2000 Value ETF worth $213K as of Q3 2024.
  • iShares Russell 2000 Value ETF was a new GYL Financial Synergies position in Q3 2024.
  • iShares Russell 2000 Value ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #351 holding.
  • GYL Financial Synergies first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.