JT Stratford LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

JT Stratford LLC’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	–	Sell	-6,087	Closed	-$829K	–	207
2022 Q2	$829K	Sell	6,087 -32	-0.5%	-$4.76K	0.26%	90
2022 Q1	$988K	Sell	6,119 -425	-6%	-$67.8K	0.29%	79
2021 Q4	$1.09M	Buy	6,544 +2,936	+81%	+$489K	0.3%	82
2021 Q3	$578K	Buy	+3,608	New	+$580K	0.18%	111
2021 Q1	–	Sell	-1,609	Closed	-$212K	–	212
2020 Q4	$212K	Buy	+1,609	New	+$190K	0.08%	172

Other funds holding IWN

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JT Stratford LLC's IWN Position: Q3 2022 in Review

JT Stratford LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2022, closing a stake of 6,087 shares — an estimated $829K sold.

JT Stratford LLC first reported a position in IWN in Q4 2020 and held it in 5 quarters. The position peaked at $1.09M in Q4 2021. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

JT Stratford LLC reported no remaining iShares Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
JT Stratford LLC sold 6,087 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $829K.
JT Stratford LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 5 quarters.
JT Stratford LLC's iShares Russell 2000 Value ETF position peaked at $1.09M in Q4 2021.
839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on JT Stratford LLC's 13F filing for Q3 2022, filed 14 Nov 2022.