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Tri-Star Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Tri-Star Advisors’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 		– Sell
-27
Closed -$3.63K – 22
2023
Q1 		$3.63K Buy
+27
New +$3.91K 0.05% 25

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tri-Star Advisors's IWN Position: Q2 2023 in Review

Tri-Star Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 27 shares — an estimated $3.63K sold.

Tri-Star Advisors first reported a position in IWN in Q1 2023 and held it in 1 quarter. The position peaked at $3.63K in Q1 2023. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

  • Tri-Star Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 27 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $3.63K.
  • Tri-Star Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and held it in 1 quarter.
  • Tri-Star Advisors's iShares Russell 2000 Value ETF position peaked at $3.63K in Q1 2023.
  • 884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Tri-Star Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.