Hershey Financial Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hershey Financial Advisers’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	$144K	Buy	+943	New	+$144K	0.13%	58

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Hershey Financial Advisers's IWN Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2024: 943 shares worth $144K. The stake represents 0.13% of the portfolio and ranks #58 among its holdings.

928 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

Hershey Financial Advisers held 943 shares of iShares Russell 2000 Value ETF worth $144K as of Q2 2024.
iShares Russell 2000 Value ETF was a new Hershey Financial Advisers position in Q2 2024.
iShares Russell 2000 Value ETF made up 0.13% of Hershey Financial Advisers's portfolio in Q2 2024, its #58 holding.
928 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.