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R.H. Bluestein & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

R.H. Bluestein & Co’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
Q2 		– Sell
-3,557
Closed -$574K – 381
2022
Q1 		$574K Hold
3,557
– – 0.02% 166
2021
Q4 		$591K Hold
3,557
– – 0.02% 189
2021
Q3 		$570K Buy
+3,557
New +$571K 0.02% 199

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 $424B AUM 22.94% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

R.H. Bluestein & Co's IWN Position: Q2 2022 in Review

R.H. Bluestein & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 3,557 shares — an estimated $574K sold.

R.H. Bluestein & Co first reported a position in IWN in Q3 2021 and held it in 3 quarters. The position peaked at $591K in Q4 2021. 878 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • R.H. Bluestein & Co reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • R.H. Bluestein & Co sold 3,557 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $574K.
  • R.H. Bluestein & Co first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and held it in 3 quarters.
  • R.H. Bluestein & Co's iShares Russell 2000 Value ETF position peaked at $591K in Q4 2021.
  • 878 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on R.H. Bluestein & Co's 13F filing for Q2 2022, filed 11 Aug 2022.