Moss Adams Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Moss Adams Wealth 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
2023 Q2	–	Sell	-151	Closed	-$20.7K	–	162
2023 Q1	$20.7K	Buy	151 +127	+529%	+$18.4K	0.01%	128
2022 Q4	$3.33K	Buy	+24	New	+$3.39K	﹤0.01%	156

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moss Adams Wealth Advisors's IWN Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 151 shares — an estimated $20.7K sold.

Moss Adams Wealth Advisors first reported a position in IWN in Q4 2022 and held it in 2 quarters. The position peaked at $20.7K in Q1 2023. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 151 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $20.7K.
Moss Adams Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 2 quarters.
Moss Adams Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $20.7K in Q1 2023.
884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.