Sage Private Wealth Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sage Private Wealth 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
2023 Q1	–	Sell	-2,915	Closed	-$404K	–	49
2022 Q4	$404K	Sell	2,915 -168	-5%	-$23.7K	0.48%	19
2022 Q3	$398K	Sell	3,083 -374	-11%	-$54.1K	0.53%	16
2022 Q2	$471K	Sell	3,457 -274	-7%	-$40.8K	0.68%	11
2022 Q1	$603K	Sell	3,731 -115,854	-97%	-$18.5M	0.59%	11
2021 Q4	$19.9M	Buy	119,585 +622	+0.5%	+$104K	24.71%	2
2021 Q3	$19.1M	Buy	118,963 +1,927	+2%	+$310K	26.33%	2
2021 Q2	$19.4M	Buy	117,036 +4,821	+4%	+$795K	26.26%	2
2021 Q1	$17.9M	Buy	+112,215	New	+$17M	30.88%	2

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Private Wealth Group's IWN Position: Q1 2023 in Review

Sage Private Wealth Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 2,915 shares — an estimated $404K sold.

Sage Private Wealth Group first reported a position in IWN in Q1 2021 and held it in 8 quarters. The position peaked at $19.9M in Q4 2021. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Sage Private Wealth Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Sage Private Wealth Group sold 2,915 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $404K.
Sage Private Wealth Group first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 8 quarters.
Sage Private Wealth Group's iShares Russell 2000 Value ETF position peaked at $19.9M in Q4 2021.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Sage Private Wealth Group's 13F filing for Q1 2023, filed 29 Jan 2025.