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IAG Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

IAG Wealth Partners’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 		– Sell
-50
Closed -$7.94K – 509
2024
Q1 		$7.94K Buy
+50
New +$7.57K ﹤0.01% 344
2020
Q2 		– Sell
-150
Closed -$13K – 434
2020
Q1 		$13K Sell
150
-85
-36% -$9.54K 0.01% 179
2019
Q4 		$31K Buy
+235
New +$29.1K 0.02% 144

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 $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Commonwealth Equity Services
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

IAG Wealth Partners's IWN Position: Q2 2024 in Review

IAG Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 50 shares — an estimated $7.94K sold.

IAG Wealth Partners first reported a position in IWN in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 928 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • IAG Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 50 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $7.94K.
  • IAG Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's iShares Russell 2000 Value ETF position peaked at $31K in Q4 2019.
  • 928 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.