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

LifeSteps Financial’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 		– Sell
-255
Closed -$40.5K – 240
2024
Q1 		$40.5K Buy
+255
New +$38.6K 0.03% 171

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LifeSteps Financial's IWN Position: Q2 2024 in Review

LifeSteps Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 255 shares — an estimated $40.5K sold.

LifeSteps Financial first reported a position in IWN in Q1 2024 and held it in 1 quarter. The position peaked at $40.5K in Q1 2024. 928 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • LifeSteps Financial reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 255 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $40.5K.
  • LifeSteps Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's iShares Russell 2000 Value ETF position peaked at $40.5K in Q1 2024.
  • 928 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.