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

Martel Wealth 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
Q4 		– Sell
-2,745
Closed -$354K – 52
2022
Q3 		$354K Sell
2,745
-516
-16% -$74.6K 0.1% 36
2022
Q2 		$444K Sell
3,261
-403
-11% -$60K 0.12% 35
2022
Q1 		$591K Sell
3,664
-64
-2% -$10.2K 0.14% 33
2021
Q4 		$619K Buy
3,728
+10
+0.3% +$1.67K 0.15% 32
2021
Q3 		$596K Sell
3,718
-7
-0.2% -$1.13K 0.15% 32
2021
Q2 		$617K Sell
3,725
-504
-12% -$83.1K 0.16% 32
2021
Q1 		$674K Sell
4,229
-110
-3% -$16.6K 0.19% 27
2020
Q4 		$572K Buy
4,339
+101
+2% +$11.9K 0.17% 30
2020
Q3 		$421K Sell
4,238
-83
-2% -$8.43K 0.14% 31
2020
Q2 		$421K Buy
4,321
+1,807
+72% +$164K 0.15% 31
2020
Q1 		$206K Buy
2,514
+792
+46% +$88.9K 0.08% 38
2019
Q4 		$221K Sell
1,722
-54
-3% -$6.68K 0.08% 38
2019
Q3 		$212K Sell
1,776
-340
-16% -$40.2K 0.08% 36
2019
Q2 		$255K Sell
2,116
-210
-9% -$25.4K 0.09% 35
2019
Q1 		$279K Sell
2,326
-3
-0.1% -$358 0.1% 35
2018
Q4 		$250K Buy
+2,329
New +$280K 0.1% 37

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Martel Wealth Advisors's IWN Position: Q4 2022 in Review

Martel Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 2,745 shares — an estimated $354K sold.

Martel Wealth Advisors first reported a position in IWN in Q4 2018 and held it in 16 quarters. The position peaked at $674K in Q1 2021. 933 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Martel Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,745 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $354K.
  • Martel Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 16 quarters.
  • Martel Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $674K in Q1 2021.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Martel Wealth Advisors's 13F filing for Q4 2022, filed 9 Oct 2024.