Leelyn Smith’s iShares Russell 2000 Value ETF IWN Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-111	Closed	-$15.4K	–	270
2022 Q4	$15.4K	Hold	111	–	–	﹤0.01%	285
2022 Q3	$14K	Buy	111 +41	+59%	+$5.93K	﹤0.01%	263
2022 Q2	$10K	Hold	70	–	–	﹤0.01%	287
2022 Q1	$11K	Hold	70	–	–	﹤0.01%	275
2021 Q4	$12K	Hold	70	–	–	﹤0.01%	277
2021 Q3	$11K	Hold	70	–	–	﹤0.01%	273
2021 Q2	$12K	Hold	70	–	–	﹤0.01%	268
2021 Q1	$11K	Hold	70	–	–	﹤0.01%	287
2020 Q4	$9K	Hold	70	–	–	﹤0.01%	282
2020 Q3	$7K	Hold	70	–	–	﹤0.01%	282
2020 Q2	$7K	Hold	70	–	–	﹤0.01%	342
2020 Q1	$6K	Hold	70	–	–	﹤0.01%	275
2019 Q4	$9	Buy	+70	New	+$8.66K	﹤0.01%	270

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Leelyn Smith's IWN Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 111 shares — an estimated $15.4K sold.

Leelyn Smith first reported a position in IWN in Q4 2019 and held it in 13 quarters. The position peaked at $15.4K in Q4 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Leelyn Smith reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 111 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $15.4K.
Leelyn Smith first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's iShares Russell 2000 Value ETF position peaked at $15.4K in Q4 2022.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.