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Lloyd Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Lloyd Advisory Services’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
-240
Closed -$39K – 312
2022
Q1 		$39K Buy
+240
New +$38.3K 0.02% 263

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lloyd Advisory Services's IWN Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 240 shares — an estimated $39K sold.

Lloyd Advisory Services first reported a position in IWN in Q1 2022 and held it in 1 quarter. The position peaked at $39K in Q1 2022. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 240 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $39K.
  • Lloyd Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Russell 2000 Value ETF position peaked at $39K in Q1 2022.
  • 877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.