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PPS&V Asset Management Consultants’s iShares Russell 2000 Value ETF IWN Stock Holding History

PPS&V Asset Management Consultants’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
2024
Q1 		– Sell
-1,347
Closed -$209K – 39
2023
Q4 		$209K Buy
+1,347
New +$187K 0.16% 38

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPS&V Asset Management Consultants's IWN Position: Q1 2024 in Review

PPS&V Asset Management Consultants sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2024, closing a stake of 1,347 shares — an estimated $209K sold.

PPS&V Asset Management Consultants first reported a position in IWN in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 953 funds tracked by Wall St. Rank hold IWN as of Q1 2024.

  • PPS&V Asset Management Consultants reported no remaining iShares Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • PPS&V Asset Management Consultants sold 1,347 iShares Russell 2000 Value ETF shares in Q1 2024, an estimated $209K.
  • PPS&V Asset Management Consultants first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 1 quarter.
  • PPS&V Asset Management Consultants's iShares Russell 2000 Value ETF position peaked at $209K in Q4 2023.
  • 953 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2024.

Based on PPS&V Asset Management Consultants's 13F filing for Q1 2024, filed 10 Apr 2024.