Truvestments Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Truvestments Capital’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	-450	Closed	-$58K	–	935
2022 Q3	$58K	Hold	450	–	–	0.04%	233
2022 Q2	$61K	Buy	+450	New	+$67K	0.04%	237
2022 Q1	–	Sell	-450	Closed	-$75K	–	351
2021 Q4	$75K	Hold	450	–	–	0.04%	234
2021 Q3	$72K	Hold	450	–	–	0.04%	226
2021 Q2	$75K	Hold	450	–	–	0.04%	218
2021 Q1	$72K	Hold	450	–	–	0.04%	243
2020 Q4	$59K	Buy	+450	New	+$53.1K	0.04%	239
2020 Q3	–	Sell	-450	Closed	-$43K	–	433
2020 Q2	$43K	Buy	+450	New	+$40.9K	0.04%	222
2019 Q3	–	Sell	-450	Closed	-$54K	–	708
2019 Q2	$54K	Buy	+450	New	+$54.4K	0.04%	267

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Truvestments Capital's IWN Position: Q4 2022 in Review

Truvestments Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 450 shares — an estimated $58K sold.

Truvestments Capital first reported a position in IWN in Q2 2019 and held it in 9 quarters. The position peaked at $75K in Q4 2021. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Truvestments Capital reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Truvestments Capital sold 450 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $58K.
Truvestments Capital first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 9 quarters.
Truvestments Capital's iShares Russell 2000 Value ETF position peaked at $75K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.