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Oxler Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Oxler Private Wealth’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
-40
Closed -$4.52K – 229
2022
Q3 		$4.52K Buy
+40
New +$5.78K ﹤0.01% 407

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxler Private Wealth's IWN Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 40 shares — an estimated $4.52K sold.

Oxler Private Wealth first reported a position in IWN in Q3 2022 and held it in 1 quarter. The position peaked at $4.52K in Q3 2022. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 40 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $4.52K.
  • Oxler Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Russell 2000 Value ETF position peaked at $4.52K in Q3 2022.
  • 932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.