Olympiad Research’s iShares Russell 2000 Value ETF IWN Stock Holding History

Olympiad Research’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 Q3	$336K	Buy	2,609 +487	+23%	+$70.4K	0.18%	128
2022 Q2	$289K	Sell	2,122 -1,959	-48%	-$292K	0.13%	167
2022 Q1	$659K	Sell	4,081 -3,809	-48%	-$607K	0.2%	121
2021 Q4	$1.31M	Buy	7,890 +2,267	+40%	+$378K	0.47%	66
2021 Q3	$901K	Sell	5,623 -9,273	-62%	-$1.49M	0.28%	111
2021 Q2	$2.47M	Sell	14,896 -8,977	-38%	-$1.48M	0.86%	45
2021 Q1	$3.81M	Buy	+23,873	New	+$3.61M	1.63%	11
2020 Q3	–	Sell	-12,864	Closed	-$1.25M	–	403
2020 Q2	$1.25M	Buy	12,864 +7,962	+162%	+$724K	0.89%	20
2020 Q1	$402K	Buy	+4,902	New	+$550K	0.41%	53

Other funds holding IWN

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Olympiad Research's IWN Position: Q3 2022 in Review

Olympiad Research increased its iShares Russell 2000 Value ETF (IWN) stake by 23% in Q3 2022, buying an estimated $70.4K and bringing the position to 2,609 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #128.

Olympiad Research first reported a position in IWN in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.81M in Q1 2021. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

Olympiad Research held 2,609 shares of iShares Russell 2000 Value ETF worth $336K as of Q3 2022.
Olympiad Research bought 487 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $70.4K.
iShares Russell 2000 Value ETF made up 0.18% of Olympiad Research's portfolio in Q3 2022, its #128 holding.
Olympiad Research first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 9 quarters since.
Olympiad Research's iShares Russell 2000 Value ETF position peaked at $3.81M in Q1 2021.
839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.