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Safeguard Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-4
Closed -$1K – 315
2023
Q2 		$1K Buy
+4
New +$541 ﹤0.01% 540

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Safeguard Financial's IWN Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

Safeguard Financial first reported a position in IWN in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 882 funds tracked by Wall St. Rank hold IWN as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Russell 2000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 4 iShares Russell 2000 Value ETF shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Russell 2000 Value ETF position peaked at $1K in Q2 2023.
  • 882 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.