Lowe Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Lowe Wealth 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
2023 Q4	–	Sell	-85	Closed	-$11.5K	–	317
2023 Q3	$11.5K	Hold	85	–	–	0.01%	196
2023 Q2	$12K	Hold	85	–	–	0.01%	203
2023 Q1	$11.6K	Hold	85	–	–	0.01%	198
2022 Q4	$11.8K	Hold	85	–	–	0.01%	201
2022 Q3	$11K	Hold	85	–	–	0.01%	194
2022 Q2	$12K	Hold	85	–	–	0.01%	173
2022 Q1	$14K	Hold	85	–	–	0.01%	176
2021 Q4	$14K	Hold	85	–	–	0.01%	173
2021 Q3	$14K	Hold	85	–	–	0.01%	163
2021 Q2	$14K	Hold	85	–	–	0.01%	163
2021 Q1	$14K	Buy	+85	New	+$12.8K	0.01%	155

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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lowe Wealth Advisors's IWN Position: Q4 2023 in Review

Lowe Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 85 shares — an estimated $11.5K sold.

Lowe Wealth Advisors first reported a position in IWN in Q1 2021 and held it in 11 quarters. The position peaked at $14K in Q1 2022. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

Lowe Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 85 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $11.5K.
Lowe Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 11 quarters.
Lowe Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $14K in Q1 2022.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on Lowe Wealth Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.