FundX Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

FundX Investment 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
2021 Q4	$577K	Sell	3,474 -22,141	-86%	-$3.69M	0.14%	37
2021 Q3	$4.1M	Sell	25,615 -2,556	-9%	-$411K	1.94%	14
2021 Q2	$764K	Buy	+28,171	New	+$4.65M	0.08%	31
2017 Q3	–	Sell	-19,510	Closed	-$2.32M	–	39
2017 Q2	$2.32M	Sell	19,510 -140,708	-88%	-$16.5M	0.94%	12
2017 Q1	$18.9M	Buy	160,218 +24,916	+18%	+$2.96M	7.96%	2
2016 Q4	$16.1M	Buy	135,302 +16,541	+14%	+$1.83M	5.64%	7
2016 Q3	$12.4M	Buy	+118,761	New	+$12.2M	3.18%	16

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FundX Investment Group's IWN Position: Q4 2021 in Review

FundX Investment Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 86% in Q4 2021, selling an estimated $3.69M and leaving 3,474 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #37.

FundX Investment Group first reported a position in IWN in Q3 2016 and has held it in 7 quarters since. The position peaked at $18.9M in Q1 2017. 943 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

FundX Investment Group held 3,474 shares of iShares Russell 2000 Value ETF worth $577K as of Q4 2021.
FundX Investment Group sold 22,141 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $3.69M.
iShares Russell 2000 Value ETF made up 0.14% of FundX Investment Group's portfolio in Q4 2021, its #37 holding.
FundX Investment Group first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 7 quarters since.
FundX Investment Group's iShares Russell 2000 Value ETF position peaked at $18.9M in Q1 2017.
943 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.