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Investors Asset Management of Georgia’s iShares Russell 2000 Value ETF IWN Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-430
Closed -$55K – 350
2022
Q3 		$55K Buy
430
+60
+16% +$8.67K 0.03% 284
2022
Q2 		$50K Buy
+370
New +$55.1K 0.03% 259

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $424B AUM 22.96% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investors Asset Management of Georgia's IWN Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 430 shares — an estimated $55K sold.

Investors Asset Management of Georgia first reported a position in IWN in Q2 2022 and held it in 2 quarters. The position peaked at $55K in Q3 2022. 933 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 430 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $55K.
  • Investors Asset Management of Georgia first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's iShares Russell 2000 Value ETF position peaked at $55K in Q3 2022.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.