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Level Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-182
Closed -$28.3K – 168
2023
Q4 		$28.3K Sell
182
-78
-30% -$10.8K 0.01% 142
2023
Q3 		$35.2K Hold
260
– – 0.02% 126
2023
Q2 		$36.6K Buy
+260
New +$35.2K 0.02% 123

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Financial Advisors's IWN Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 182 shares — an estimated $28.3K sold.

Level Financial Advisors first reported a position in IWN in Q2 2023 and held it in 3 quarters. The position peaked at $36.6K in Q2 2023. 952 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 182 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $28.3K.
  • Level Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's iShares Russell 2000 Value ETF position peaked at $36.6K in Q2 2023.
  • 952 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.