CI
IWN icon

CX Institutional’s iShares Russell 2000 Value ETF IWN Stock Holding History

CX Institutional’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
-2,477
Closed -$319K – 532
2022
Q3 		$319K Buy
2,477
+570
+30% +$82.4K 0.02% 385
2022
Q2 		$260K Buy
+1,907
New +$284K 0.02% 397

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CX Institutional's IWN Position: Q4 2022 in Review

CX Institutional sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 2,477 shares — an estimated $319K sold.

CX Institutional first reported a position in IWN in Q2 2022 and held it in 2 quarters. The position peaked at $319K in Q3 2022. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • CX Institutional reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 2,477 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $319K.
  • CX Institutional first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 2 quarters.
  • CX Institutional's iShares Russell 2000 Value ETF position peaked at $319K in Q3 2022.
  • 932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

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