Kovack Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kovack Advisors’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	-2,774	Closed	-$447K	–	683
2022 Q1	$447K	Buy	+2,774	New	+$442K	0.05%	418
2017 Q3	–	Sell	-2,464	Closed	-$293K	–	394
2017 Q2	$293K	Buy	+2,464	New	+$290K	0.09%	257
2015 Q3	–	Sell	-2,053	Closed	-$209K	–	231
2015 Q2	$209K	Buy	+2,053	New	+$211K	0.15%	177

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovack Advisors's IWN Position: Q2 2022 in Review

Kovack Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 2,774 shares — an estimated $447K sold.

Kovack Advisors first reported a position in IWN in Q2 2015 and held it in 3 quarters. The position peaked at $447K in Q1 2022. 878 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

Kovack Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
Kovack Advisors sold 2,774 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $447K.
Kovack Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 3 quarters.
Kovack Advisors's iShares Russell 2000 Value ETF position peaked at $447K in Q1 2022.
878 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.