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Fortitude Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Fortitude Advisory Group’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
-655
Closed -$106K – 733
2022
Q1 		$106K Buy
655
+2
+0.3% +$319 0.06% 338
2021
Q4 		$108K Buy
+653
New +$109K 0.05% 332

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fortitude Advisory Group's IWN Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 655 shares — an estimated $106K sold.

Fortitude Advisory Group first reported a position in IWN in Q4 2021 and held it in 2 quarters. The position peaked at $108K in Q4 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 655 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $106K.
  • Fortitude Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Russell 2000 Value ETF position peaked at $108K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.