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

Lake Point 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
2022 Q2	$16K	Hold	115	–	–	0.01%	128
2022 Q1	$19K	Hold	115	–	–	0.01%	113
2021 Q4	$19K	Hold	115	–	–	0.01%	124
2021 Q3	$18K	Hold	115	–	–	0.01%	113
2021 Q2	$19K	Buy	+115	New	+$19K	0.01%	123
2020 Q1	$9K	Hold	115	–	–	0.01%	114
2019 Q4	$15K	Buy	+115	New	+$14.2K	0.01%	233

Other funds holding IWN

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lake Point Wealth Management's IWN Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2022 at 115 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #128.

Lake Point Wealth Management first reported a position in IWN in Q4 2019 and has held it in 7 quarters since. The position peaked at $19K in Q1 2022. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

Lake Point Wealth Management held 115 shares of iShares Russell 2000 Value ETF worth $16K as of Q2 2022.
Lake Point Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2022.
iShares Russell 2000 Value ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #128 holding.
Lake Point Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's iShares Russell 2000 Value ETF position peaked at $19K in Q1 2022.
877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.