Ergoteles’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ergoteles’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 Q2	–	Sell	-15,658	Closed	-$2.53M	–	1821
2022 Q1	$2.53M	Buy	+15,658	New	+$2.5M	0.1%	221

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

Goldman Sachs New York $871B AUM 31.28% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ergoteles's IWN Position: Q2 2022 in Review

Ergoteles sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 15,658 shares — an estimated $2.53M sold.

Ergoteles first reported a position in IWN in Q1 2022 and held it in 1 quarter. The position peaked at $2.53M in Q1 2022. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

Ergoteles reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 15,658 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $2.53M.
Ergoteles first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and held it in 1 quarter.
Ergoteles's iShares Russell 2000 Value ETF position peaked at $2.53M in Q1 2022.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.