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

PSI 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
Q2 		– Sell
-125
Closed -$17.1K – 871
2023
Q1 		$17.1K Hold
125
– – 0.01% 363
2022
Q4 		$17.3K Buy
+125
New +$17.6K 0.01% 345

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSI Advisors's IWN Position: Q2 2023 in Review

PSI Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 125 shares — an estimated $17.1K sold.

PSI Advisors first reported a position in IWN in Q4 2022 and held it in 2 quarters. The position peaked at $17.3K in Q4 2022. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

  • PSI Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • PSI Advisors sold 125 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $17.1K.
  • PSI Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 2 quarters.
  • PSI Advisors's iShares Russell 2000 Value ETF position peaked at $17.3K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.