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Tucker Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Tucker Asset 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
Q2 		– Sell
-16
Closed -$2.54K – 1734
2024
Q1 		$2.54K Buy
+16
New +$2.42K ﹤0.01% 1268
2023
Q1 		– Sell
-29
Closed -$4.04K – 1203
2022
Q4 		$4.04K Buy
+29
New +$4.09K ﹤0.01% 472
2022
Q1 		– Sell
-163
Closed -$27K – 585
2021
Q4 		$27K Hold
163
– – 0.01% 131
2021
Q3 		$27.1K Buy
+163
New +$26.2K 0.01% 121

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tucker Asset Management's IWN Position: Q2 2024 in Review

Tucker Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 16 shares — an estimated $2.54K sold.

Tucker Asset Management first reported a position in IWN in Q3 2021 and held it in 4 quarters. The position peaked at $27.1K in Q3 2021. 930 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

  • Tucker Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 16 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $2.54K.
  • Tucker Asset Management first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and held it in 4 quarters.
  • Tucker Asset Management's iShares Russell 2000 Value ETF position peaked at $27.1K in Q3 2021.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.