Columbus Macro’s iShares Russell 2000 Value ETF IWN Stock Holding History

Columbus Macro’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	–	Sell	-2,256	Closed	-$291K	–	182
2022 Q3	$291K	Hold	2,256	–	–	0.12%	152
2022 Q2	$307K	Hold	2,256	–	–	0.12%	149
2022 Q1	$364K	Buy	2,256 +3	+0.1%	+$478	0.12%	136
2021 Q4	$374K	Buy	+2,253	New	+$375K	0.13%	130
2020 Q2	–	Sell	-9,304	Closed	-$763K	–	150
2020 Q1	$763K	Buy	9,304 +29	+0.3%	+$3.25K	0.22%	85
2019 Q4	$1.19M	Buy	+9,275	New	+$1.15M	0.26%	78

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

Columbus Macro's IWN Position: Q4 2022 in Review

Columbus Macro sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 2,256 shares — an estimated $291K sold.

Columbus Macro first reported a position in IWN in Q4 2019 and held it in 6 quarters. The position peaked at $1.19M in Q4 2019. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Columbus Macro reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Columbus Macro sold 2,256 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $291K.
Columbus Macro first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 6 quarters.
Columbus Macro's iShares Russell 2000 Value ETF position peaked at $1.19M in Q4 2019.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Columbus Macro's 13F filing for Q4 2022, filed 3 Feb 2023.