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

West Branch Capital’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
Q1 		– Sell
-76
Closed -$10.6K – 461
2022
Q4 		$10.6K Hold
76
– – 0.01% 276
2022
Q3 		$10K Sell
76
-76
-50% -$11K 0.01% 286
2022
Q2 		$21K Sell
152
-76
-33% -$11.3K 0.01% 222
2022
Q1 		$37K Hold
228
– – 0.02% 204
2021
Q4 		$38K Hold
228
– – 0.02% 216
2021
Q3 		$37K Hold
228
– – 0.02% 204
2021
Q2 		$38K Buy
+228
New +$37.6K 0.02% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Branch Capital's IWN Position: Q1 2023 in Review

West Branch Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 76 shares — an estimated $10.6K sold.

West Branch Capital first reported a position in IWN in Q2 2021 and held it in 7 quarters. The position peaked at $38K in Q4 2021. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • West Branch Capital reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • West Branch Capital sold 76 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $10.6K.
  • West Branch Capital first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 7 quarters.
  • West Branch Capital's iShares Russell 2000 Value ETF position peaked at $38K in Q4 2021.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on West Branch Capital's 13F filing for Q1 2023, filed 20 Apr 2023.