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

Kolinsky 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
Q3 		– Sell
-1,188
Closed -$207K – 181
2024
Q2 		$207K Buy
+1,188
New +$182K 0.15% 145

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kolinsky Wealth Management's IWN Position: Q3 2024 in Review

Kolinsky Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2024, closing a stake of 1,188 shares — an estimated $207K sold.

Kolinsky Wealth Management first reported a position in IWN in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 977 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • Kolinsky Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,188 iShares Russell 2000 Value ETF shares in Q3 2024, an estimated $207K.
  • Kolinsky Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and held it in 1 quarter.
  • Kolinsky Wealth Management's iShares Russell 2000 Value ETF position peaked at $207K in Q2 2024.
  • 977 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

Based on Kolinsky Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.