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Syverson Strege & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

Syverson Strege & Co’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 		– Sell
-61
Closed -$8K – 310
2022
Q2 		$8K Buy
+61
New +$9.08K ﹤0.01% 233

Other funds holding IWN

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syverson Strege & Co's IWN Position: Q3 2022 in Review

Syverson Strege & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2022, closing a stake of 61 shares — an estimated $8K sold.

Syverson Strege & Co first reported a position in IWN in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

  • Syverson Strege & Co reported no remaining iShares Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 61 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $8K.
  • Syverson Strege & Co first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 1 quarter.
  • Syverson Strege & Co's iShares Russell 2000 Value ETF position peaked at $8K in Q2 2022.
  • 839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Syverson Strege & Co's 13F filing for Q3 2022, filed 9 Nov 2022.