Oliver Lagore Vanvalin Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-3	Closed	-$411	–	814
2023 Q1	$411	Sell	3 -1,699	-100%	-$246K	﹤0.01%	655
2022 Q4	$236K	Buy	1,702 +1,692	+16,920%	+$239K	0.13%	83
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	584
2022 Q2	$1K	Sell	10 -36	-78%	-$5.36K	﹤0.01%	561
2022 Q1	$8K	Sell	46 -186,684	-100%	-$29.8M	0.01%	356
2021 Q4	$31M	Buy	+186,730	New	+$31.1M	2.22%	9

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

Oliver Lagore Vanvalin Investment Group's IWN Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 3 shares — an estimated $411 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IWN in Q4 2021 and held it in 6 quarters. The position peaked at $31M in Q4 2021. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 3 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $411.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Russell 2000 Value ETF position peaked at $31M in Q4 2021.
884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.