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Maxwell Wealth Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$381K Hold
2,321
– – 0.16% 90
2024
Q3 		$390K Hold
2,321
– – 0.17% 85
2024
Q2 		$353K Sell
2,321
-15
-0.6% -$2.29K 0.17% 86
2024
Q1 		$360K Hold
2,336
– – 0.18% 88
2023
Q4 		$363K Buy
+2,336
New +$324K 0.24% 73

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Maxwell Wealth Strategies's IWN Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2024 at 2,321 shares worth $381K. The position accounts for 0.16% of the portfolio, ranked #90.

Maxwell Wealth Strategies first reported a position in IWN in Q4 2023 and has held it in 5 quarters since. The position peaked at $390K in Q3 2024. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Maxwell Wealth Strategies held 2,321 shares of iShares Russell 2000 Value ETF worth $381K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares Russell 2000 Value ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 Value ETF made up 0.16% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #90 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares Russell 2000 Value ETF position peaked at $390K in Q3 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.