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

TimeScale 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 Q2	$4.37K	Buy	31 +17	+121%	+$2.3K	﹤0.01%	444
2023 Q1	$1.92K	Hold	14	–	–	﹤0.01%	489
2022 Q4	$1.8K	Hold	14	–	–	﹤0.01%	466
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	457
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	433
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	445
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	443
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	434
2021 Q2	$2K	Buy	+14	New	+$2.31K	﹤0.01%	436
2020 Q1	–	Sell	-376	Closed	-$42.2K	–	471
2019 Q4	$48K	Hold	376	–	–	0.01%	180
2019 Q3	$45K	Hold	376	–	–	0.02%	189
2019 Q2	$45K	Buy	+376	New	+$45.4K	0.02%	190

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TimeScale Financial's IWN Position: Q2 2023 in Review

TimeScale Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 121% in Q2 2023, buying an estimated $2.3K and bringing the position to 31 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

TimeScale Financial first reported a position in IWN in Q2 2019 and has held it in 12 quarters since. The position peaked at $48K in Q4 2019. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

TimeScale Financial held 31 shares of iShares Russell 2000 Value ETF worth $4.37K as of Q2 2023.
TimeScale Financial bought 17 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $2.3K.
iShares Russell 2000 Value ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #444 holding.
TimeScale Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 12 quarters since.
TimeScale Financial's iShares Russell 2000 Value ETF position peaked at $48K in Q4 2019.
884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.