West Bancorporation’s iShares Russell 2000 Value ETF IWN Stock Holding History

West Bancorporation’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	-3,776	Closed	-$600K	–	100
2024 Q1	$600K	Sell	3,776 -3,899	-51%	-$590K	0.39%	42
2023 Q4	$1.19M	Sell	7,675 -3,548	-32%	-$491K	0.77%	26
2023 Q3	$1.52M	Sell	11,223 -4,304	-28%	-$617K	1.08%	24
2023 Q2	$2.19M	Sell	15,527 -512	-3%	-$69.2K	1.47%	19
2023 Q1	$2.2M	Buy	16,039 +2,978	+23%	+$432K	1.67%	19
2022 Q4	$1.81M	Buy	13,061 +846	+7%	+$119K	1.34%	21
2022 Q3	$1.57M	Buy	12,215 +4,062	+50%	+$587K	1.17%	21
2022 Q2	$1.11M	Buy	8,153 +7,075	+656%	+$1.05M	0.78%	26
2022 Q1	$174K	Buy	1,078 +793	+278%	+$126K	0.11%	124
2021 Q4	$47K	Buy	+285	New	+$47.5K	0.04%	165
2020 Q3	$37K	Hold	374	–	–	0.04%	151
2020 Q2	$36K	Hold	374	–	–	0.04%	148
2020 Q1	$31K	Sell	374 -6	-2%	-$673	0.04%	149
2019 Q4	$49K	Buy	+380	New	+$47K	0.05%	138

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

West Bancorporation's IWN Position: Q2 2024 in Review

West Bancorporation sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 3,776 shares — an estimated $600K sold.

West Bancorporation first reported a position in IWN in Q4 2019 and held it in 14 quarters. The position peaked at $2.2M in Q1 2023. 929 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

West Bancorporation reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
West Bancorporation sold 3,776 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $600K.
West Bancorporation first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 14 quarters.
West Bancorporation's iShares Russell 2000 Value ETF position peaked at $2.2M in Q1 2023.
929 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on West Bancorporation's 13F filing for Q2 2024, filed 26 Jul 2024.