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

Sugarloaf 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 		$233K Buy
1,421
+5
+0.4% +$853 0.04% 147
2024
Q3 		$236K Buy
1,416
+5
+0.4% +$812 0.04% 140
2024
Q2 		$215K Sell
1,411
-170
-11% -$26K 0.04% 135
2024
Q1 		$251K Buy
1,581
+3
+0.2% +$454 0.05% 123
2023
Q4 		$245K Buy
1,578
+12
+0.8% +$1.66K 0.06% 120
2023
Q3 		$212K Hold
1,566
– – 0.05% 122
2023
Q2 		$221K Buy
1,566
+932
+147% +$126K 0.05% 121
2023
Q1 		$86.9K Hold
634
– – 0.02% 214
2022
Q4 		$87.9K Hold
634
– – 0.02% 210
2022
Q3 		$82K Hold
634
– – 0.02% 216
2022
Q2 		$86K Sell
634
-51
-7% -$7.59K 0.02% 210
2022
Q1 		$111K Buy
685
+51
+8% +$8.13K 0.03% 178
2021
Q4 		$105K Hold
634
– – 0.02% 195
2021
Q3 		$102K Hold
634
– – 0.03% 191
2021
Q2 		$105K Sell
634
-269
-30% -$44.4K 0.03% 181
2021
Q1 		$117 Buy
903
+177
+24% +$26.8K 0.03% 164
2020
Q4 		$96K Buy
726
+92
+15% +$10.9K 0.03% 180
2020
Q3 		$63K Sell
634
-1,273
-67% -$129K 0.02% 203
2020
Q2 		$186K Sell
1,907
-5,170
-73% -$470K 0.07% 113
2020
Q1 		$581K Buy
7,077
+6,443
+1,016% +$723K 0.26% 54
2019
Q4 		$82K Buy
+634
New +$78.4K 0.03% 200

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.35% in Q4 2024, buying an estimated $853 and bringing the position to 1,421 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #147.

Sugarloaf Wealth Management first reported a position in IWN in Q4 2019 and has held it in 21 quarters since. The position peaked at $581K in Q1 2020. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Sugarloaf Wealth Management held 1,421 shares of iShares Russell 2000 Value ETF worth $233K as of Q4 2024.
  • Sugarloaf Wealth Management bought 5 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $853.
  • iShares Russell 2000 Value ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #147 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Russell 2000 Value ETF position peaked at $581K in Q1 2020.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.