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

LWS 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	$234K	Buy	1,509 +8	+0.5%	+$1.11K	0.09%	60
2023 Q3	$204K	Hold	1,501	–	–	0.09%	55
2023 Q2	$211K	Buy	+1,501	New	+$203K	0.09%	58
2023 Q1	–	Sell	-1,511	Closed	-$209K	–	60
2022 Q4	$209K	Buy	+1,511	New	+$213K	0.09%	58
2022 Q3	–	Sell	-1,503	Closed	-$205K	–	60
2022 Q2	$205K	Buy	1,503 +205	+16%	+$30.5K	0.1%	60
2022 Q1	$210K	Buy	1,298 +2	+0.2%	+$319	0.09%	57
2021 Q4	$215K	Buy	1,296 +3	+0.2%	+$500	0.09%	57
2021 Q3	$207K	Buy	1,293 +2	+0.2%	+$321	0.09%	57
2021 Q2	$214K	Sell	1,291 -34	-3%	-$5.61K	0.1%	54
2021 Q1	$211K	Buy	+1,325	New	+$200K	0.1%	58
2020 Q1	–	Sell	-1,082	Closed	-$139K	–	62
2019 Q4	$139K	Buy	+1,082	New	+$134K	0.07%	61

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

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

LWS Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.53% in Q4 2023, buying an estimated $1.11K and bringing the position to 1,509 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #60.

LWS Wealth Advisors first reported a position in IWN in Q4 2019 and has held it in 11 quarters since. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

LWS Wealth Advisors held 1,509 shares of iShares Russell 2000 Value ETF worth $234K as of Q4 2023.
LWS Wealth Advisors bought 8 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $1.11K.
iShares Russell 2000 Value ETF made up 0.09% of LWS Wealth Advisors's portfolio in Q4 2023, its #60 holding.
LWS Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 11 quarters since.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.