Institutional & Family Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Institutional & Family Asset 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
2024 Q2	$14.4K	Buy	94 +1	+1%	+$153	﹤0.01%	382
2024 Q1	$14.8K	Hold	93	–	–	﹤0.01%	363
2023 Q4	$14.5K	Buy	93 +1	+1%	+$139	﹤0.01%	347
2023 Q3	$12.5K	Hold	92	–	–	﹤0.01%	350
2023 Q2	$13K	Hold	92	–	–	﹤0.01%	359
2023 Q1	$12.6K	Buy	92 +2	+2%	+$290	﹤0.01%	350
2022 Q4	$12.5K	Buy	90 +8	+10%	+$1.13K	﹤0.01%	352
2022 Q3	$11K	Buy	82 +3	+4%	+$434	﹤0.01%	376
2022 Q2	$11K	Hold	79	–	–	﹤0.01%	376
2022 Q1	$13K	Sell	79 -233	-75%	-$37.1K	﹤0.01%	411
2021 Q4	$52K	Sell	312 -300	-49%	-$50K	0.01%	263
2021 Q3	$98K	Hold	612	–	–	0.02%	244
2021 Q2	$101K	Hold	612	–	–	0.02%	242
2021 Q1	$98K	Buy	612 +233	+61%	+$35.2K	0.02%	273
2020 Q4	$50K	Buy	379 +179	+90%	+$21.1K	0.01%	322
2020 Q3	$20K	Hold	200	–	–	﹤0.01%	400
2020 Q2	$19K	Hold	200	–	–	﹤0.01%	400
2020 Q1	$16K	Hold	200	–	–	﹤0.01%	398
2019 Q4	$26K	Hold	200	–	–	0.01%	399
2019 Q3	$24K	Hold	200	–	–	0.01%	379
2019 Q2	$24K	Hold	200	–	–	0.01%	397
2019 Q1	$24K	Hold	200	–	–	0.01%	407
2018 Q4	$22K	Hold	200	–	–	﹤0.01%	396
2018 Q3	$27K	Hold	200	–	–	0.01%	405
2018 Q2	$26K	Hold	200	–	–	0.01%	406
2018 Q1	$24K	Buy	+200	New	+$25K	0.01%	395

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Institutional & Family Asset Management's IWN Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q2 2024, buying an estimated $153 and bringing the position to 94 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Institutional & Family Asset Management first reported a position in IWN in Q1 2018 and has held it in 26 quarters since. The position peaked at $101K in Q2 2021. 930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

Institutional & Family Asset Management held 94 shares of iShares Russell 2000 Value ETF worth $14.4K as of Q2 2024.
Institutional & Family Asset Management bought 1 iShares Russell 2000 Value ETF share in Q2 2024, an estimated $153.
iShares Russell 2000 Value ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #382 holding.
Institutional & Family Asset Management first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Russell 2000 Value ETF position peaked at $101K in Q2 2021.
930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.