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Westshore Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Westshore Wealth’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
2025
Q1 		– Sell
-1,233
Closed -$202K – 98
2024
Q4 		$202K Sell
1,233
-132
-10% -$22.5K 0.08% 91
2024
Q3 		$228K Hold
1,365
– – 0.09% 85
2024
Q2 		$208K Hold
1,365
– – 0.09% 88
2024
Q1 		$217K Hold
1,365
– – 0.09% 91
2023
Q4 		$212K Buy
+1,365
New +$189K 0.1% 87

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westshore Wealth's IWN Position: Q1 2025 in Review

Westshore Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,233 shares — an estimated $202K sold.

Westshore Wealth first reported a position in IWN in Q4 2023 and held it in 5 quarters. The position peaked at $228K in Q3 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Westshore Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Westshore Wealth sold 1,233 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $202K.
  • Westshore Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 5 quarters.
  • Westshore Wealth's iShares Russell 2000 Value ETF position peaked at $228K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Westshore Wealth's 13F filing for Q1 2025, filed 15 May 2025.