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

Sanctuary Wealth Management’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	$30.4K	Hold	185	–	–	0.02%	116
2024 Q3	$30.9K	Hold	185	–	–	0.02%	122
2024 Q2	$28.2K	Sell	185 -37	-17%	-$5.66K	0.02%	111
2024 Q1	$35.3K	Hold	222	–	–	0.03%	104
2023 Q4	$34.5K	Hold	222	–	–	0.03%	97
2023 Q3	$30.1K	Sell	222 -190	-46%	-$27.2K	0.03%	91
2023 Q2	$58K	Buy	+412	New	+$55.7K	0.06%	72
2022 Q4	$56.7K	Buy	+409	New	+$57.7K	0.07%	69

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

Sanctuary Wealth Management's IWN Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2024 at 185 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #116.

Sanctuary Wealth Management first reported a position in IWN in Q4 2022 and has held it in 8 quarters since. The position peaked at $58K in Q2 2023. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

Sanctuary Wealth Management held 185 shares of iShares Russell 2000 Value ETF worth $30.4K as of Q4 2024.
Sanctuary Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q4 2024.
iShares Russell 2000 Value ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #116 holding.
Sanctuary Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's iShares Russell 2000 Value ETF position peaked at $58K in Q2 2023.
1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.