Householder Group Estate & Retirement Specialist’s iShares Russell 2000 Value ETF IWN Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-24	Closed	-$3K	–	1243
2024 Q2	$3K	Sell	24 -39	-62%	-$5.96K	﹤0.01%	1016
2024 Q1	$10K	Hold	63	–	–	﹤0.01%	812
2023 Q4	$9K	Sell	63 -68	-52%	-$9.42K	﹤0.01%	784
2023 Q3	$17.9K	Buy	+131	New	+$18.8K	0.01%	662
2023 Q1	$28K	Buy	+207	New	+$30K	0.01%	567
2022 Q4	–	Sell	-738	Closed	-$95K	–	720
2022 Q3	$95K	Sell	738 -831	-53%	-$120K	0.04%	284
2022 Q2	$214K	Sell	1,569 -151	-9%	-$22.5K	0.1%	183
2022 Q1	$278K	Sell	1,720 -382	-18%	-$60.9K	0.11%	166
2021 Q4	$349K	Buy	+2,102	New	+$350K	0.13%	150

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWN Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2024, closing a stake of 24 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWN in Q4 2021 and held it in 9 quarters. The position peaked at $349K in Q4 2021. 976 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Russell 2000 Value ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 24 iShares Russell 2000 Value ETF shares in Q3 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 9 quarters.
Householder Group Estate & Retirement Specialist's iShares Russell 2000 Value ETF position peaked at $349K in Q4 2021.
976 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.