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

YorkBridge Wealth Partners’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
2022 Q4	$486K	Hold	3,503	–	–	0.12%	127
2022 Q3	$452K	Sell	3,503 -715	-17%	-$103K	0.12%	125
2022 Q2	$574K	Hold	4,218	–	–	0.15%	116
2022 Q1	$681K	Sell	4,218 -45	-1%	-$7.17K	0.15%	114
2021 Q4	$708K	Hold	4,263	–	–	0.16%	107
2021 Q3	$683K	Hold	4,263	–	–	0.17%	105
2021 Q2	$707K	Buy	4,263 +32	+0.8%	+$5.28K	0.18%	100
2021 Q1	$675K	Buy	4,231 +715	+20%	+$108K	0.2%	90
2020 Q4	$463K	Hold	3,516	–	–	0.16%	108
2020 Q3	$349K	Hold	3,516	–	–	0.15%	121
2020 Q2	$343K	Sell	3,516 -45	-1%	-$4.09K	0.16%	116
2020 Q1	$292K	Hold	3,561	–	–	0.18%	120
2019 Q4	$458K	Hold	3,561	–	–	0.21%	112
2019 Q3	$425K	Hold	3,561	–	–	0.21%	110
2019 Q2	$429K	Hold	3,561	–	–	0.19%	107
2019 Q1	$427K	Buy	3,561 +3,400	+2,112%	+$406K	0.2%	107
2018 Q4	$17K	Buy	161 +15	+10%	+$1.8K	0.01%	493
2018 Q3	$19K	Sell	146 -15	-9%	-$2.02K	0.01%	531
2018 Q2	$21K	Hold	161	–	–	0.01%	527
2018 Q1	$20K	Sell	161 -61	-27%	-$7.64K	0.01%	524
2017 Q4	$27K	Sell	222 -45	-17%	-$5.63K	0.01%	450
2017 Q3	$33K	Sell	267 -100	-27%	-$11.8K	0.02%	428
2017 Q2	$44K	Sell	367 -55	-13%	-$6.47K	0.02%	386
2017 Q1	$50K	Buy	422 +70	+20%	+$8.31K	0.03%	370
2016 Q4	$41K	Buy	+352	New	+$38.9K	0.02%	381

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

YorkBridge Wealth Partners's IWN Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2022 at 3,503 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #127.

YorkBridge Wealth Partners first reported a position in IWN in Q4 2016 and has held it in 25 quarters since. The position peaked at $708K in Q4 2021. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

YorkBridge Wealth Partners held 3,503 shares of iShares Russell 2000 Value ETF worth $486K as of Q4 2022.
YorkBridge Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q4 2022.
iShares Russell 2000 Value ETF made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #127 holding.
YorkBridge Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's iShares Russell 2000 Value ETF position peaked at $708K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.