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Mitchell Sinkler & Starr’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mitchell Sinkler & Starr’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
2025
Q1 		– Sell
-150
Closed -$24.6K – 165
2024
Q4 		$24.6K Hold
150
– – 0.01% 182
2024
Q3 		$25K Hold
150
– – 0.01% 184
2024
Q2 		$24.9K Buy
+150
New +$22.9K 0.01% 179
2024
Q1 		– Sell
-1,822
Closed -$283K – 208
2023
Q4 		$283K Buy
+1,822
New +$252K 0.05% 161

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mitchell Sinkler & Starr's IWN Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 150 shares — an estimated $24.6K sold.

Mitchell Sinkler & Starr first reported a position in IWN in Q4 2023 and held it in 4 quarters. The position peaked at $283K in Q4 2023. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 150 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $24.6K.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's iShares Russell 2000 Value ETF position peaked at $283K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.