SBK Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

SBK Financial’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 Q1	–	Sell	-471	Closed	-$78K	–	96
2021 Q4	$78K	Buy	+471	New	+$78.5K	0.06%	95

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SBK Financial's IWN Position: Q1 2022 in Review

SBK Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 471 shares — an estimated $78K sold.

SBK Financial first reported a position in IWN in Q4 2021 and held it in 1 quarter. The position peaked at $78K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

SBK Financial reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 471 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $78K.
SBK Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 1 quarter.
SBK Financial's iShares Russell 2000 Value ETF position peaked at $78K in Q4 2021.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.