SeaCrest Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-532	Closed	-$72K	–	1065
2022 Q2	$72K	Buy	+532	New	+$79.2K	0.01%	980
2019 Q2	–	Sell	-487	Closed	-$58K	–	1183
2019 Q1	$58K	Sell	487 -235	-33%	-$28.1K	0.01%	890
2018 Q4	$78K	Sell	722 -4	-0.6%	-$481	0.02%	751
2018 Q3	$97K	Buy	726 +1	+0.1%	+$135	0.02%	748
2018 Q2	$96K	Hold	725	–	–	0.02%	735
2018 Q1	$88K	Buy	725 +1	+0.1%	+$125	0.02%	746
2017 Q4	$91K	Buy	+724	New	+$90.5K	0.02%	748

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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 22.9% 1-Year Est. Return

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

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

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

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

SeaCrest Wealth Management's IWN Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2022, closing a stake of 532 shares — an estimated $72K sold.

SeaCrest Wealth Management first reported a position in IWN in Q4 2017 and held it in 7 quarters. The position peaked at $97K in Q3 2018. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 532 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $72K.
SeaCrest Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares Russell 2000 Value ETF position peaked at $97K in Q3 2018.
840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.