Woodmont Investment Counsel’s iShares Russell 2000 Value ETF IWN Stock Holding History

Woodmont Investment Counsel’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	-26	Closed	-$4.13K	–	302
2024 Q1	$4.13K	Buy	+26	New	+$3.94K	﹤0.01%	353
2016 Q4	–	Sell	-129	Closed	-$14K	–	407
2016 Q3	$14K	Buy	+129	New	+$13.2K	﹤0.01%	424
2016 Q2	–	Sell	-194	Closed	-$18K	–	324
2016 Q1	$18K	Sell	194 -105	-35%	-$9.11K	0.01%	349
2015 Q4	$27K	Sell	299 -55	-16%	-$5.22K	0.01%	332
2015 Q3	$32K	Hold	354	–	–	0.01%	306
2015 Q2	$36K	Buy	+354	New	+$36.4K	0.01%	291

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

Woodmont Investment Counsel's IWN Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2024, closing a stake of 26 shares — an estimated $4.13K sold.

Woodmont Investment Counsel first reported a position in IWN in Q2 2015 and held it in 6 quarters. The position peaked at $36K in Q2 2015. 929 funds tracked by Wall St. Rank hold IWN as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 26 iShares Russell 2000 Value ETF shares in Q2 2024, an estimated $4.13K.
Woodmont Investment Counsel first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's iShares Russell 2000 Value ETF position peaked at $36K in Q2 2015.
929 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.