REDW Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

REDW Wealth’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	–	Sell	-1,330	Closed	-$222K	–	137
2024 Q3	$222K	Buy	1,330 +2	+0.2%	+$325	0.06%	156
2024 Q2	$202K	Buy	+1,328	New	+$203K	0.05%	154
2023 Q2	–	Sell	-1,570	Closed	-$215K	–	148
2023 Q1	$215K	Buy	1,570 +31	+2%	+$4.49K	0.07%	135
2022 Q4	$213K	Buy	+1,539	New	+$217K	0.07%	125
2022 Q3	–	Sell	-1,539	Closed	-$210K	–	116
2022 Q2	$210K	Hold	1,539	–	–	0.08%	110
2022 Q1	$248K	Hold	1,539	–	–	0.07%	107
2021 Q4	$256K	Hold	1,539	–	–	0.07%	102
2021 Q3	$247K	Hold	1,539	–	–	0.08%	97
2021 Q2	$255K	Hold	1,539	–	–	0.08%	94
2021 Q1	$245K	Hold	1,539	–	–	0.08%	93
2020 Q4	$203K	Buy	+1,539	New	+$182K	0.08%	96

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B 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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

REDW Wealth's IWN Position: Q4 2024 in Review

REDW Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 1,330 shares — an estimated $222K sold.

REDW Wealth first reported a position in IWN in Q4 2020 and held it in 11 quarters. The position peaked at $256K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

REDW Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 1,330 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $222K.
REDW Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 11 quarters.
REDW Wealth's iShares Russell 2000 Value ETF position peaked at $256K in Q4 2021.
1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.