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Personal Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Personal Capital Advisors’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 		$239K Buy
1,725
+124
+8% +$17.5K ﹤0.01% 424
2022
Q3 		$206K Buy
1,601
+103
+7% +$14.9K ﹤0.01% 431
2022
Q2 		$204K Buy
1,498
+113
+8% +$16.8K ﹤0.01% 424
2022
Q1 		$224K Sell
1,385
-605
-30% -$96.5K ﹤0.01% 457
2021
Q4 		$309K Buy
+1,990
New +$332K ﹤0.01% 432

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Personal Capital Advisors's IWN Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 7.7% in Q4 2022, buying an estimated $17.5K and bringing the position to 1,725 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Personal Capital Advisors first reported a position in IWN in Q4 2021 and has held it in 5 quarters since. The position peaked at $309K in Q4 2021. 933 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Personal Capital Advisors held 1,725 shares of iShares Russell 2000 Value ETF worth $239K as of Q4 2022.
  • Personal Capital Advisors bought 124 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $17.5K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #424 holding.
  • Personal Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's iShares Russell 2000 Value ETF position peaked at $309K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.