IPW
IWN icon

Impact Partnership Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-11
Closed -$1.49K – 975
2023
Q3 		$1.49K Sell
11
-2
-15% -$287 ﹤0.01% 865
2023
Q2 		$1.83K Buy
+13
New +$1.76K ﹤0.01% 695

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Impact Partnership Wealth's IWN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 11 shares — an estimated $1.49K sold.

Impact Partnership Wealth first reported a position in IWN in Q2 2023 and held it in 2 quarters. The position peaked at $1.83K in Q2 2023. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 11 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $1.49K.
  • Impact Partnership Wealth first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Russell 2000 Value ETF position peaked at $1.83K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.