Sargent Bickham Lagudis’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sargent Bickham Lagudis’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	$1.99M	Buy	14,385 +14,365	+71,825%	+$2.03M	0.16%	108
2022 Q3	$3K	Sell	20 -6,354	-100%	-$918K	﹤0.01%	848
2022 Q2	$868K	Hold	6,374	–	–	0.08%	143
2022 Q1	$1.03M	Buy	6,374 +6,354	+31,770%	+$1.01M	0.08%	137
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	858
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	861
2021 Q2	$3K	Buy	+20	New	+$3.3K	﹤0.01%	841
2018 Q2	–	Sell	-29	Closed	-$4K	–	773
2018 Q1	$4K	Hold	29	–	–	﹤0.01%	680
2017 Q4	$4K	Hold	29	–	–	﹤0.01%	702
2017 Q3	$4K	Sell	29 -28	-49%	-$3.3K	﹤0.01%	710
2017 Q2	$7K	Hold	57	–	–	﹤0.01%	622
2017 Q1	$7K	Hold	57	–	–	﹤0.01%	630
2016 Q4	$7K	Buy	+57	New	+$6.3K	﹤0.01%	603

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sargent Bickham Lagudis's IWN Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Russell 2000 Value ETF (IWN) stake by 71,825% in Q4 2022, buying an estimated $2.03M and bringing the position to 14,385 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #108.

Sargent Bickham Lagudis first reported a position in IWN in Q4 2016 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Sargent Bickham Lagudis held 14,385 shares of iShares Russell 2000 Value ETF worth $1.99M as of Q4 2022.
Sargent Bickham Lagudis bought 14,365 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $2.03M.
iShares Russell 2000 Value ETF made up 0.16% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #108 holding.
Sargent Bickham Lagudis first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.