Janiczek Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Janiczek Wealth 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	$762	Hold	5	–	–	﹤0.01%	958
2024 Q1	$795	Hold	5	–	–	﹤0.01%	967
2023 Q4	$777	Hold	5	–	–	﹤0.01%	959
2023 Q3	$678	Hold	5	–	–	﹤0.01%	951
2023 Q2	$704	Hold	5	–	–	﹤0.01%	881
2023 Q1	$675	Hold	5	–	–	﹤0.01%	887
2022 Q4	$738	Hold	5	–	–	﹤0.01%	882
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	841
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	876
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	868
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	925
2021 Q3	$1K	Buy	+5	New	+$803	﹤0.01%	900

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

Starboard Value New York $4.57B AUM 4.97% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Janiczek Wealth Management's IWN Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2024 at 5 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Janiczek Wealth Management first reported a position in IWN in Q3 2021 and has held it in 12 quarters since. The position peaked at $1K in Q3 2022. 928 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

Janiczek Wealth Management held 5 shares of iShares Russell 2000 Value ETF worth $762 as of Q2 2024.
Janiczek Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2024.
iShares Russell 2000 Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #958 holding.
Janiczek Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares Russell 2000 Value ETF position peaked at $1K in Q3 2022.
928 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.