MPM
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MBB Public Markets’s iShares Russell 2000 Value ETF IWN Stock Holding History

MBB Public Markets’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
-8,108
Closed -$1.29M – 707
2024
Q1 		$1.29M Hold
8,108
– – 0.08% 88
2023
Q4 		$1.26M Hold
8,108
– – 0.08% 67
2023
Q3 		$1.1M Hold
8,108
– – 0.07% 94
2023
Q2 		$1.14M Hold
8,108
– – 0.06% 88
2023
Q1 		$1.11M Sell
8,108
-13,101
-62% -$1.9M 0.06% 67
2022
Q4 		$2.94M Hold
21,209
– – 0.08% 49
2022
Q3 		$2.73M Sell
21,209
-1,075
-5% -$155K 0.07% 48
2022
Q2 		$3.03M Sell
22,284
-2,416
-10% -$360K 0.07% 42
2022
Q1 		$3.99M Sell
24,700
-8,000
-24% -$1.28M 0.08% 29
2021
Q4 		$5.43M Buy
+32,700
New +$5.45M 0.11% 30

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