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

MainStreet Investment 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
-1,240
Closed -$200K – 179
2022
Q1 		$200K Hold
1,240
– – 0.02% 181
2021
Q4 		$206K Buy
+1,240
New +$207K 0.02% 187
2021
Q3 		– Sell
-1,539
Closed -$255K – 187
2021
Q2 		$255K Buy
1,539
+194
+14% +$32K 0.02% 171
2021
Q1 		$214K Buy
+1,345
New +$203K 0.02% 178

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

MainStreet Investment Advisors's IWN Position: Q2 2022 in Review

MainStreet Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 1,240 shares — an estimated $200K sold.

MainStreet Investment Advisors first reported a position in IWN in Q1 2021 and held it in 4 quarters. The position peaked at $255K in Q2 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • MainStreet Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • MainStreet Investment Advisors sold 1,240 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $200K.
  • MainStreet Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
  • MainStreet Investment Advisors's iShares Russell 2000 Value ETF position peaked at $255K in Q2 2021.
  • 877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on MainStreet Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.