Clear Creek Financial Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clear Creek Financial 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
2023 Q1	–	Sell	-5,382	Closed	-$746K	–	317
2022 Q4	$746K	Buy	5,382 +112	+2%	+$15.8K	0.16%	120
2022 Q3	$680K	Sell	5,270 -68	-1%	-$9.83K	0.15%	119
2022 Q2	$727K	Sell	5,338 -215	-4%	-$32K	0.15%	124
2022 Q1	$896K	Sell	5,553 -1,019	-16%	-$162K	0.14%	130
2021 Q4	$1.09M	Sell	6,572 -33,633	-84%	-$5.6M	0.16%	117
2021 Q3	$6.44M	Sell	40,205 -14,917	-27%	-$2.4M	1.03%	21
2021 Q2	$9.14M	Buy	+55,122	New	+$9.09M	1.41%	15
2021 Q1	–	Sell	-32,363	Closed	-$4.26M	–	153
2020 Q4	$4.26M	Sell	32,363 -99,527	-75%	-$11.7M	0.82%	31
2020 Q3	$13.1M	Buy	+131,890	New	+$13.4M	0.59%	37

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Clear Creek Financial Management's IWN Position: Q1 2023 in Review

Clear Creek Financial Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 5,382 shares — an estimated $746K sold.

Clear Creek Financial Management first reported a position in IWN in Q3 2020 and held it in 9 quarters. The position peaked at $13.1M in Q3 2020. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

Clear Creek Financial Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
Clear Creek Financial Management sold 5,382 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $746K.
Clear Creek Financial Management first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 9 quarters.
Clear Creek Financial Management's iShares Russell 2000 Value ETF position peaked at $13.1M in Q3 2020.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Clear Creek Financial Management's 13F filing for Q1 2023, filed 20 Apr 2023.