Macroview Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Macroview Investment Management’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	-478	Closed	-$64.8K	–	740
2023 Q3	$64.8K	Buy	+478	New	+$68.5K	0.09%	104
2022 Q4	–	Sell	-23	Closed	-$3K	–	487
2022 Q3	$3K	Hold	23	–	–	0.01%	323
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	346
2022 Q1	$4K	Hold	23	–	–	0.01%	323
2021 Q4	$4K	Hold	23	–	–	0.01%	294
2021 Q3	$4K	Hold	23	–	–	0.01%	288
2021 Q2	$4K	Hold	23	–	–	0.01%	284
2021 Q1	$4K	Hold	23	–	–	0.01%	247
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	275
2020 Q3	$2K	Sell	23 -21	-48%	-$2.13K	﹤0.01%	274
2020 Q2	$4K	Buy	44 +21	+91%	+$1.91K	0.01%	161
2020 Q1	$2K	Hold	23	–	–	﹤0.01%	231
2019 Q4	$3K	Sell	23 -183	-89%	-$22.6K	0.01%	243
2019 Q3	$25K	Hold	206	–	–	0.05%	97
2019 Q2	$25K	Sell	206 -101	-33%	-$12.2K	0.06%	100
2019 Q1	$37K	Hold	307	–	–	0.09%	80
2018 Q4	$33K	Hold	307	–	–	0.11%	87
2018 Q3	$41K	Hold	307	–	–	0.13%	73
2018 Q2	$40K	Hold	307	–	–	0.14%	67
2018 Q1	$37K	Buy	307 +222	+261%	+$27.8K	0.13%	69
2017 Q4	$11K	Hold	85	–	–	0.05%	75
2017 Q3	$11K	Buy	85 +27	+47%	+$3.18K	0.05%	85
2017 Q2	$7K	Buy	+58	New	+$6.82K	0.04%	118

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Board of Administration of Florida Retirement System Tallahassee, Florida $60.3B AUM 42.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Macroview Investment Management's IWN Position: Q4 2023 in Review

Macroview Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 478 shares — an estimated $64.8K sold.

Macroview Investment Management first reported a position in IWN in Q2 2017 and held it in 23 quarters. The position peaked at $64.8K in Q3 2023. 972 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

Macroview Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 478 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $64.8K.
Macroview Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and held it in 23 quarters.
Macroview Investment Management's iShares Russell 2000 Value ETF position peaked at $64.8K in Q3 2023.
972 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.