New World Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

New World 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 Q1	–	Sell	-14,691	Closed	-$2.04M	–	68
2022 Q4	$2.04M	Buy	+14,691	New	+$2.07M	0.69%	10
2022 Q3	–	Sell	-15,064	Closed	-$2.06M	–	61
2022 Q2	$2.06M	Buy	+15,064	New	+$2.24M	1.11%	9
2019 Q2	–	Sell	-92	Closed	-$11K	–	73
2019 Q1	$11K	Buy	+92	New	+$11K	0.01%	85

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

New World Advisors's IWN Position: Q1 2023 in Review

New World Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 14,691 shares — an estimated $2.04M sold.

New World Advisors first reported a position in IWN in Q1 2019 and held it in 3 quarters. The position peaked at $2.06M in Q2 2022. 870 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

New World Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
New World Advisors sold 14,691 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $2.04M.
New World Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 3 quarters.
New World Advisors's iShares Russell 2000 Value ETF position peaked at $2.06M in Q2 2022.
870 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on New World Advisors's 13F filing for Q1 2023, filed 1 May 2023.