Key Bridge Compliance’s iShares Russell 2000 Value ETF IWN Stock Holding History

Key Bridge Compliance’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
2023 Q3	$925K	Buy	+6,824	New	+$978K	0.29%	62

Other funds holding IWN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Key Bridge Compliance's IWN Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2023: 6,824 shares worth $925K. The stake represents 0.29% of the portfolio and ranks #62 among its holdings.

882 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

Key Bridge Compliance held 6,824 shares of iShares Russell 2000 Value ETF worth $925K as of Q3 2023.
iShares Russell 2000 Value ETF was a new Key Bridge Compliance position in Q3 2023.
iShares Russell 2000 Value ETF made up 0.29% of Key Bridge Compliance's portfolio in Q3 2023, its #62 holding.
882 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.