Relative Value Partners Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Relative Value Partners 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
2024 Q2	$485K	Buy	+3,182	New	+$487K	0.06%	225

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Relative Value Partners Group's IWN Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2024: 3,182 shares worth $485K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

Relative Value Partners Group held 3,182 shares of iShares Russell 2000 Value ETF worth $485K as of Q2 2024.
iShares Russell 2000 Value ETF was a new Relative Value Partners Group position in Q2 2024.
iShares Russell 2000 Value ETF made up 0.06% of Relative Value Partners Group's portfolio in Q2 2024, its #225 holding.
930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.