DCM Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

DCM Advisors’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 Q1	–	Sell	-150	Closed	-$25K	–	203
2021 Q4	$25K	Hold	150	–	–	0.01%	211
2021 Q3	$24K	Buy	150 +89	+146%	+$14.3K	0.01%	270
2021 Q2	$10K	Hold	61	–	–	0.01%	231
2021 Q1	$10K	Buy	+61	New	+$9.22K	0.01%	227

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

DCM Advisors's IWN Position: Q1 2022 in Review

DCM Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 150 shares — an estimated $25K sold.

DCM Advisors first reported a position in IWN in Q1 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

DCM Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
DCM Advisors sold 150 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $25K.
DCM Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
DCM Advisors's iShares Russell 2000 Value ETF position peaked at $25K in Q4 2021.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on DCM Advisors's 13F filing for Q1 2022, filed 9 May 2022.