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Winch Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Winch Advisory Services’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
-4
Closed -$664 – 521
2024
Q4 		$664 Hold
4
– – ﹤0.01% 495
2024
Q3 		$671 Buy
+4
New +$650 ﹤0.01% 413

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

Winch Advisory Services's IWN Position: Q1 2025 in Review

Winch Advisory Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 4 shares — an estimated $664 sold.

Winch Advisory Services first reported a position in IWN in Q3 2024 and held it in 2 quarters. The position peaked at $671 in Q3 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Winch Advisory Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 4 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $664.
  • Winch Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 2 quarters.
  • Winch Advisory Services's iShares Russell 2000 Value ETF position peaked at $671 in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.