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Dixon Hughes Goodman Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Dixon Hughes Goodman Wealth 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 		$112K Sell
695
-73
-10% -$11.6K 0.03% 230
2021
Q4 		$127K Buy
+768
New +$128K 0.04% 189

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IWN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 9.5% in Q1 2022, selling an estimated $11.6K and leaving 695 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #230.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 2 quarters since. The position peaked at $127K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 695 shares of iShares Russell 2000 Value ETF worth $112K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 73 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $11.6K.
  • iShares Russell 2000 Value ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #230 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $127K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.