Surevest’s iShares Russell 2000 Value ETF IWN Stock Holding History

Surevest’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	$203K	Sell	1,572 -16	-1%	-$2.31K	0.06%	138
2022 Q2	$216K	Buy	1,588 +181	+13%	+$26.9K	0.06%	132
2022 Q1	$227K	Hold	1,407	–	–	0.05%	131
2021 Q4	$234K	Hold	1,407	–	–	0.06%	113
2021 Q3	$225K	Hold	1,407	–	–	0.06%	103
2021 Q2	$233K	Hold	1,407	–	–	0.06%	96
2021 Q1	$224K	Buy	+1,407	New	+$213K	0.07%	90

Other funds holding IWN

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Surevest's IWN Position: Q3 2022 in Review

Surevest reduced its iShares Russell 2000 Value ETF (IWN) stake by 1% in Q3 2022, selling an estimated $2.31K and leaving 1,572 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #138.

Surevest first reported a position in IWN in Q1 2021 and has held it in 7 quarters since. The position peaked at $234K in Q4 2021. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

Surevest held 1,572 shares of iShares Russell 2000 Value ETF worth $203K as of Q3 2022.
Surevest sold 16 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $2.31K.
iShares Russell 2000 Value ETF made up 0.06% of Surevest's portfolio in Q3 2022, its #138 holding.
Surevest first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 7 quarters since.
Surevest's iShares Russell 2000 Value ETF position peaked at $234K in Q4 2021.
839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.