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

SteelPeak Wealth’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
2023 Q1	–	Sell	-3,003	Closed	-$416K	–	424
2022 Q4	$416K	Sell	3,003 -8	-0.3%	-$1.13K	0.03%	270
2022 Q3	$388K	Buy	3,011 +8	+0.3%	+$1.16K	0.03%	291
2022 Q2	$409K	Hold	3,003	–	–	0.03%	279
2022 Q1	$485K	Buy	3,003 +1,000	+50%	+$159K	0.03%	294
2021 Q4	$333K	Hold	2,003	–	–	0.02%	314
2021 Q3	$321K	Hold	2,003	–	–	0.02%	322
2021 Q2	$332K	Hold	2,003	–	–	0.02%	322
2021 Q1	$319K	Hold	2,003	–	–	0.03%	294
2020 Q4	$264K	Buy	+2,003	New	+$236K	0.02%	277

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

SteelPeak Wealth's IWN Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2023, closing a stake of 3,003 shares — an estimated $416K sold.

SteelPeak Wealth first reported a position in IWN in Q4 2020 and held it in 9 quarters. The position peaked at $485K in Q1 2022. 869 funds tracked by Wall St. Rank hold IWN as of Q1 2023.

SteelPeak Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 3,003 iShares Russell 2000 Value ETF shares in Q1 2023, an estimated $416K.
SteelPeak Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 9 quarters.
SteelPeak Wealth's iShares Russell 2000 Value ETF position peaked at $485K in Q1 2022.
869 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.