Mach-1 Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-105	Closed	-$12K	–	307
2022 Q3	$12K	Hold	105	–	–	0.01%	205
2022 Q2	$13K	Buy	105 +100	+2,000%	+$14.9K	0.01%	212
2022 Q1	$0	Hold	5	–	–	﹤0.01%	255
2021 Q4	$0	Buy	+5	New	+$833	﹤0.01%	267
2021 Q3	–	Sell	-5	Closed	–	–	77
2021 Q2	$0	Hold	5	–	–	﹤0.01%	173
2021 Q1	$0	Hold	5	–	–	﹤0.01%	193
2020 Q4	$0	Buy	+5	New	+$590	﹤0.01%	158

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mach-1 Financial Group's IWN Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 105 shares — an estimated $12K sold.

Mach-1 Financial Group first reported a position in IWN in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Mach-1 Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 105 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $12K.
Mach-1 Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's iShares Russell 2000 Value ETF position peaked at $13K in Q2 2022.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.