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Hart & Patterson Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$266K Sell
1,621
-36
-2% -$6.14K 0.13% 64
2024
Q3 		$276K Sell
1,657
-194
-10% -$31.5K 0.13% 61
2024
Q2 		$282K Sell
1,851
-49
-3% -$7.49K 0.14% 55
2024
Q1 		$302K Sell
1,900
-11
-0.6% -$1.67K 0.15% 54
2023
Q4 		$297K Buy
+1,911
New +$265K 0.15% 51

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 $424B AUM 22.94% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Hart & Patterson Financial Group's IWN Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.2% in Q4 2024, selling an estimated $6.14K and leaving 1,621 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #64.

Hart & Patterson Financial Group first reported a position in IWN in Q4 2023 and has held it in 5 quarters since. The position peaked at $302K in Q1 2024. 1,058 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Hart & Patterson Financial Group held 1,621 shares of iShares Russell 2000 Value ETF worth $266K as of Q4 2024.
  • Hart & Patterson Financial Group sold 36 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $6.14K.
  • iShares Russell 2000 Value ETF made up 0.13% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #64 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares Russell 2000 Value ETF position peaked at $302K in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.