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

Shelton 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
-13,534
Closed -$1.75M – 66
2022
Q3 		$1.75M Buy
13,534
+23
+0.2% +$3.32K 1.55% 19
2022
Q2 		$1.84M Buy
13,511
+2,970
+28% +$442K 1.56% 20
2022
Q1 		$1.7M Buy
+10,541
New +$1.68M 1.34% 17

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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Shelton Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 13,534 shares — an estimated $1.75M sold.

Shelton Wealth Management first reported a position in IWN in Q1 2022 and held it in 3 quarters. The position peaked at $1.84M in Q2 2022. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

  • Shelton Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Shelton Wealth Management sold 13,534 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $1.75M.
  • Shelton Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and held it in 3 quarters.
  • Shelton Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.84M in Q2 2022.
  • 932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Shelton Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.