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Stuart Chaussee & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stuart Chaussee & Associates’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
-15
Closed -$2K – 178
2021
Q4 		$2K Hold
15
– – ﹤0.01% 167
2021
Q3 		$2K Hold
15
– – ﹤0.01% 144
2021
Q2 		$2K Buy
+15
New +$2.47K ﹤0.01% 154

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stuart Chaussee & Associates's IWN Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Stuart Chaussee & Associates first reported a position in IWN in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Stuart Chaussee & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 15 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $2K.
  • Stuart Chaussee & Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 3 quarters.
  • Stuart Chaussee & Associates's iShares Russell 2000 Value ETF position peaked at $2K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.