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

SIMA Wealth Partners’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	-13	Closed	-$2.17K	–	173
2024 Q3	$2.17K	Hold	13	–	–	﹤0.01%	136
2024 Q2	$1.98K	Buy	+13	New	+$1.99K	﹤0.01%	149

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 22.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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

DADC

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SIMA Wealth Partners's IWN Position: Q4 2024 in Review

SIMA Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 13 shares — an estimated $2.17K sold.

SIMA Wealth Partners first reported a position in IWN in Q2 2024 and held it in 2 quarters. The position peaked at $2.17K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

SIMA Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
SIMA Wealth Partners sold 13 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $2.17K.
SIMA Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and held it in 2 quarters.
SIMA Wealth Partners's iShares Russell 2000 Value ETF position peaked at $2.17K in Q3 2024.
1,059 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on SIMA Wealth Partners's 13F filing for Q4 2024, filed 15 Jun 2026.