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FourThought Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

FourThought Financial’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
Q3 		$324K Buy
2,516
+173
+7% +$25K 0.05% 236
2022
Q2 		$319K Buy
2,343
+34
+1% +$5.06K 0.05% 252
2022
Q1 		$373K Sell
2,309
-2,302
-50% -$367K 0.05% 240
2021
Q4 		$766K Buy
4,611
+80
+2% +$13.3K 0.1% 143
2021
Q3 		$726K Buy
4,531
+707
+18% +$114K 0.1% 157
2021
Q2 		$633K Hold
3,824
– – 0.08% 181
2021
Q1 		$609K Sell
3,824
-482
-11% -$72.8K 0.09% 175
2020
Q4 		$567K Buy
+4,306
New +$508K 0.09% 175

Other funds holding IWN

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FourThought Financial's IWN Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 7.4% in Q3 2022, buying an estimated $25K and bringing the position to 2,516 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #236.

FourThought Financial first reported a position in IWN in Q4 2020 and has held it in 8 quarters since. The position peaked at $766K in Q4 2021. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

  • FourThought Financial held 2,516 shares of iShares Russell 2000 Value ETF worth $324K as of Q3 2022.
  • FourThought Financial bought 173 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $25K.
  • iShares Russell 2000 Value ETF made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #236 holding.
  • FourThought Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's iShares Russell 2000 Value ETF position peaked at $766K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.