MIA
IWN icon

MeadowBrook Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

MeadowBrook Investment 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
2024
Q4 		– Sell
-11
Closed -$1.83K – 329
2024
Q3 		$1.83K Hold
11
– – ﹤0.01% 311
2024
Q2 		$1.68K Hold
11
– – ﹤0.01% 304
2024
Q1 		$1.75K Hold
11
– – ﹤0.01% 308
2023
Q4 		$1.71K Buy
+11
New +$1.52K ﹤0.01% 319

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MeadowBrook Investment Advisors's IWN Position: Q4 2024 in Review

MeadowBrook Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 11 shares — an estimated $1.83K sold.

MeadowBrook Investment Advisors first reported a position in IWN in Q4 2023 and held it in 4 quarters. The position peaked at $1.83K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • MeadowBrook Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 11 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $1.83K.
  • MeadowBrook Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 4 quarters.
  • MeadowBrook Investment Advisors's iShares Russell 2000 Value ETF position peaked at $1.83K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on MeadowBrook Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.