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

Pin Oak 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
2025
Q1 		– Sell
-50
Closed -$8K – 465
2024
Q4 		$8K Hold
50
– – 0.01% 356
2024
Q3 		$8K Hold
50
– – 0.01% 357
2024
Q2 		$8K Hold
50
– – 0.01% 350
2024
Q1 		$8K Hold
50
– – 0.01% 351
2023
Q4 		$8K Hold
50
– – 0.01% 351
2023
Q3 		$7K Hold
50
– – 0.01% 352
2023
Q2 		$7K Buy
+50
New +$6.76K 0.01% 347

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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pin Oak Investment Advisors's IWN Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 50 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in IWN in Q2 2023 and held it in 7 quarters. The position peaked at $8K in Q4 2024. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 50 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $8K.
  • Pin Oak Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares Russell 2000 Value ETF position peaked at $8K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.