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Jeppson Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Jeppson Wealth Management’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
2023
Q1 		– Sell
-1,547
Closed -$215K – 204
2022
Q4 		$215K Sell
1,547
-648
-30% -$91.5K 0.09% 184
2022
Q3 		$283K Sell
2,195
-64
-3% -$9.25K 0.13% 146
2022
Q2 		$308K Buy
+2,259
New +$336K 0.13% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Jeppson Wealth Management's IWN Position: Q1 2023 in Review

Jeppson Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 1,547 shares — an estimated $215K sold.

Jeppson Wealth Management first reported a position in IWN in Q2 2022 and held it in 3 quarters. The position peaked at $308K in Q2 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

  • Jeppson Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,547 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $215K.
  • Jeppson Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 3 quarters.
  • Jeppson Wealth Management's iShares Russell 2000 Value ETF position peaked at $308K in Q2 2022.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on Jeppson Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.