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

HFG 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
2023 Q1	$293K	Buy	+2,140	New	+$310K	0.06%	68

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HFG Wealth Management's IWN Position: Q1 2023 in Review

HFG Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2023: 2,140 shares worth $293K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings.

869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

HFG Wealth Management held 2,140 shares of iShares Russell 2000 Value ETF worth $293K as of Q1 2023.
iShares Russell 2000 Value ETF was a new HFG Wealth Management position in Q1 2023.
iShares Russell 2000 Value ETF made up 0.06% of HFG Wealth Management's portfolio in Q1 2023, its #68 holding.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.