Better Money Decisions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-5	Closed	-$1K	–	240
2022 Q2	$1K	Buy	+5	New	+$744	﹤0.01%	451
2021 Q4	–	Sell	-79	Closed	-$13K	–	319
2021 Q3	$13K	Buy	79 +1	+1%	+$161	0.01%	348
2021 Q2	$13K	Hold	78	–	–	0.01%	337
2021 Q1	$12K	Buy	+78	New	+$11.8K	0.01%	297

Other funds holding IWN

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

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

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

Better Money Decisions's IWN Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Better Money Decisions first reported a position in IWN in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

Better Money Decisions reported no remaining iShares Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 5 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $1K.
Better Money Decisions first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares Russell 2000 Value ETF position peaked at $13K in Q3 2021.
839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.