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

Selective 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 Q4	–	Sell	-176	Closed	-$23K	–	429
2022 Q3	$23K	Hold	176	–	–	0.01%	404
2022 Q2	$24K	Buy	+176	New	+$26.2K	0.01%	439
2019 Q3	–	Sell	-4,639	Closed	-$559K	–	338
2019 Q2	$559K	Buy	+4,639	New	+$560K	0.9%	14

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's IWN Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 176 shares — an estimated $23K sold.

Selective Wealth Management first reported a position in IWN in Q2 2019 and held it in 3 quarters. The position peaked at $559K in Q2 2019. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Selective Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 176 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $23K.
Selective Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 3 quarters.
Selective Wealth Management's iShares Russell 2000 Value ETF position peaked at $559K in Q2 2019.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.