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RE Dickinson Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

RE Dickinson 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
2024
Q4 		$95K Hold
58
– – 0.01% 168
2024
Q3 		$9.68K Hold
58
– – 0.01% 163
2024
Q2 		$8.83K Hold
58
– – 0.01% 163
2024
Q1 		$9K Hold
58
– – 0.01% 162
2023
Q4 		$9K Hold
58
– – 0.01% 167
2023
Q3 		$8K Sell
58
-134
-70% -$19.2K 0.01% 182
2023
Q2 		$27K Hold
192
– – 0.01% 192
2023
Q1 		$26K Hold
192
– – 0.01% 199
2022
Q4 		$27K Sell
192
-35
-15% -$4.94K 0.01% 184
2022
Q3 		$29K Hold
227
– – 0.02% 92
2022
Q2 		$31 Hold
227
– – ﹤0.01% 98
2022
Q1 		$37K Sell
227
-80
-26% -$12.8K 0.02% 105
2021
Q4 		$51K Buy
+307
New +$51.2K 0.04% 81

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return