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

National Wealth Management 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
Q1 		– Sell
-1,221
Closed -$203K – 121
2021
Q4 		$203K Buy
+1,221
New +$203K 0.19% 119

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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

National Wealth Management Group's IWN Position: Q1 2022 in Review

National Wealth Management Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 1,221 shares — an estimated $203K sold.

National Wealth Management Group first reported a position in IWN in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • National Wealth Management Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 1,221 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $203K.
  • National Wealth Management Group first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's iShares Russell 2000 Value ETF position peaked at $203K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.