Ipsen Advisor Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ipsen Advisor Group’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	$1.58M	Buy	+11,371	New	+$1.61M	1.82%	14

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ipsen Advisor Group's IWN Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2022: 11,371 shares worth $1.58M. The stake represents 1.82% of the portfolio and ranks #14 among its holdings.

932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Ipsen Advisor Group held 11,371 shares of iShares Russell 2000 Value ETF worth $1.58M as of Q4 2022.
iShares Russell 2000 Value ETF was a new Ipsen Advisor Group position in Q4 2022.
iShares Russell 2000 Value ETF made up 1.82% of Ipsen Advisor Group's portfolio in Q4 2022, its #14 holding.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.