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

Merriman 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 Q1	–	Sell	-3,035	Closed	-$504K	–	213
2021 Q4	$504K	Buy	3,035 +19	+0.6%	+$3.17K	0.04%	145
2021 Q3	$483K	Sell	3,016 -71	-2%	-$11.4K	0.04%	141
2021 Q2	$512K	Buy	3,087 +71	+2%	+$11.7K	0.04%	160
2021 Q1	$481K	Buy	+3,016	New	+$456K	0.06%	134

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Merriman Wealth Management's IWN Position: Q1 2022 in Review

Merriman Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 3,035 shares — an estimated $504K sold.

Merriman Wealth Management first reported a position in IWN in Q1 2021 and held it in 4 quarters. The position peaked at $512K in Q2 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Merriman Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 3,035 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $504K.
Merriman Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
Merriman Wealth Management's iShares Russell 2000 Value ETF position peaked at $512K in Q2 2021.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.