Prestige Wealth Management Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Prestige Wealth Management 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
2025 Q1	–	Sell	-2	Closed	-$329	–	1038
2024 Q4	$329	Hold	2	–	–	﹤0.01%	1006
2024 Q3	$334	Hold	2	–	–	﹤0.01%	1001
2024 Q2	$305	Hold	2	–	–	﹤0.01%	960
2024 Q1	$318	Hold	2	–	–	﹤0.01%	985
2023 Q4	$311	Hold	2	–	–	﹤0.01%	992
2023 Q3	$273	Hold	2	–	–	﹤0.01%	1017
2023 Q2	$282	Hold	2	–	–	﹤0.01%	1029
2023 Q1	$275	Hold	2	–	–	﹤0.01%	1028
2022 Q4	$277	Hold	2	–	–	﹤0.01%	1120
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1016
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1021
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1014
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1025
2021 Q3	$0	Buy	+2	New	+$321	﹤0.01%	1015
2020 Q4	–	Sell	-3	Closed	–	–	989
2020 Q3	$0	Buy	+3	New	+$305	﹤0.01%	903
2020 Q1	–	Sell	-46	Closed	-$6K	–	957
2019 Q4	$6K	Hold	46	–	–	﹤0.01%	409
2019 Q3	$5K	Hold	46	–	–	﹤0.01%	421
2019 Q2	$6K	Hold	46	–	–	﹤0.01%	385
2019 Q1	$6K	Hold	46	–	–	﹤0.01%	383
2018 Q4	$5K	Buy	+46	New	+$5.54K	﹤0.01%	591

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prestige Wealth Management Group's IWN Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 2 shares — an estimated $329 sold.

Prestige Wealth Management Group first reported a position in IWN in Q4 2018 and held it in 20 quarters. The position peaked at $6K in Q4 2019. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Prestige Wealth Management Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 2 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $329.
Prestige Wealth Management Group first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 20 quarters.
Prestige Wealth Management Group's iShares Russell 2000 Value ETF position peaked at $6K in Q4 2019.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.