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

Moulton 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
2021
Q3 		– Sell
-7,338
Closed -$1.22M – 35
2021
Q2 		$1.22M Buy
7,338
+376
+5% +$62K 0.89% 25
2021
Q1 		$1.13M Buy
+6,962
New +$1.05M 0.85% 24

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moulton Wealth Management's IWN Position: Q3 2021 in Review

Moulton Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 7,338 shares — an estimated $1.22M sold.

Moulton Wealth Management first reported a position in IWN in Q1 2021 and held it in 2 quarters. The position peaked at $1.22M in Q2 2021. 831 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

  • Moulton Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Moulton Wealth Management sold 7,338 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $1.22M.
  • Moulton Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 2 quarters.
  • Moulton Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.22M in Q2 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Moulton Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.