Ironwood Investment Counsel’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ironwood Investment Counsel’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 Q4	–	Sell	-1,213	Closed	-$202K	–	256
2024 Q3	$202K	Buy	+1,213	New	+$197K	0.03%	251
2022 Q2	–	Sell	-1,413	Closed	-$228K	–	204
2022 Q1	$228K	Hold	1,413	–	–	0.06%	188
2021 Q4	$234K	Hold	1,413	–	–	0.05%	187
2021 Q3	$226K	Hold	1,413	–	–	0.06%	185
2021 Q2	$234K	Hold	1,413	–	–	0.06%	180
2021 Q1	$225K	Buy	+1,413	New	+$214K	0.06%	184

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

DADC

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ironwood Investment Counsel's IWN Position: Q4 2024 in Review

Ironwood Investment Counsel sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 1,213 shares — an estimated $202K sold.

Ironwood Investment Counsel first reported a position in IWN in Q1 2021 and held it in 6 quarters. The position peaked at $234K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

Ironwood Investment Counsel reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
Ironwood Investment Counsel sold 1,213 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $202K.
Ironwood Investment Counsel first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 6 quarters.
Ironwood Investment Counsel's iShares Russell 2000 Value ETF position peaked at $234K in Q4 2021.
1,058 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Ironwood Investment Counsel's 13F filing for Q4 2024, filed 10 Feb 2025.