IFG Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

IFG Advisory’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	–	Sell	-1,459	Closed	-$202K	–	517
2022 Q4	$202K	Buy	+1,459	New	+$206K	0.02%	464
2022 Q2	–	Sell	-1,330	Closed	-$214K	–	499
2022 Q1	$214K	Sell	1,330 -103	-7%	-$16.4K	0.02%	461
2021 Q4	$237K	Buy	+1,433	New	+$239K	0.02%	446
2021 Q1	–	Sell	-1,689	Closed	-$222K	–	481
2020 Q4	$222K	Sell	1,689 -660	-28%	-$77.9K	0.03%	420
2020 Q3	$233K	Buy	+2,349	New	+$239K	0.04%	366
2020 Q1	–	Sell	-1,859	Closed	-$239K	–	394
2019 Q4	$239K	Sell	1,859 -14	-0.7%	-$1.73K	0.04%	362
2019 Q3	$223K	Buy	+1,873	New	+$221K	0.04%	366

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

IFG Advisory's IWN Position: Q1 2023 in Review

IFG Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 1,459 shares — an estimated $202K sold.

IFG Advisory first reported a position in IWN in Q3 2019 and held it in 7 quarters. The position peaked at $239K in Q4 2019. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

IFG Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
IFG Advisory sold 1,459 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $202K.
IFG Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 7 quarters.
IFG Advisory's iShares Russell 2000 Value ETF position peaked at $239K in Q4 2019.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on IFG Advisory's 13F filing for Q1 2023, filed 26 Apr 2023.