3D/L Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

3D/L Capital Management’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 Q2	–	Sell	-1,372	Closed	-$221K	–	119
2022 Q1	$221K	Buy	1,372 +5	+0.4%	+$797	0.05%	116
2021 Q4	$227K	Buy	1,367 +11	+0.8%	+$1.83K	0.05%	120
2021 Q3	$217K	Sell	1,356 -4	-0.3%	-$643	0.05%	122
2021 Q2	$225K	Sell	1,360 -195	-13%	-$32.2K	0.05%	119
2021 Q1	$248K	Buy	+1,555	New	+$235K	0.06%	109

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

3D/L Capital Management's IWN Position: Q2 2022 in Review

3D/L Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 1,372 shares — an estimated $221K sold.

3D/L Capital Management first reported a position in IWN in Q1 2021 and held it in 5 quarters. The position peaked at $248K in Q1 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

3D/L Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
3D/L Capital Management sold 1,372 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $221K.
3D/L Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 5 quarters.
3D/L Capital Management's iShares Russell 2000 Value ETF position peaked at $248K in Q1 2021.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on 3D/L Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.