VWA
IWN icon

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

V Wealth Advisors’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
-1,311
Closed -$218K – 458
2021
Q4 		$218K Sell
1,311
-1,540
-54% -$257K 0.03% 420
2021
Q3 		$457K Sell
2,851
-105
-4% -$16.9K 0.07% 281
2021
Q2 		$490K Sell
2,956
-155
-5% -$25.6K 0.08% 279
2021
Q1 		$496K Sell
3,111
-50
-2% -$7.56K 0.09% 247
2020
Q4 		$416K Buy
+3,161
New +$373K 0.09% 237
2020
Q3 		– Sell
-4,080
Closed -$398K – 251
2020
Q2 		$398K Sell
4,080
-152
-4% -$13.8K 0.1% 220
2020
Q1 		$347K Buy
4,232
+50
+1% +$5.61K 0.11% 193
2019
Q4 		$500K Hold
4,182
– – 0.18% 133
2019
Q3 		$500K Buy
4,182
+45
+1% +$5.32K 0.18% 133
2019
Q2 		$499K Buy
4,137
+213
+5% +$25.7K 0.19% 132
2019
Q1 		$487K Buy
3,924
+29
+0.7% +$3.46K 0.2% 125
2018
Q4 		$442K Buy
3,895
+70
+2% +$8.42K 0.22% 113
2018
Q3 		$508K Buy
3,825
+33
+0.9% +$4.44K 0.23% 109
2018
Q2 		$513K Sell
3,792
-27
-0.7% -$3.48K 0.29% 92
2018
Q1 		$455K Buy
3,819
+125
+3% +$15.7K 0.24% 110
2017
Q4 		$475K Buy
3,694
+365
+11% +$45.6K 0.24% 106
2017
Q3 		$414K Buy
3,329
+16
+0.5% +$1.89K 0.21% 110
2017
Q2 		$393K Sell
3,313
-371
-10% -$43.6K 0.18% 115
2017
Q1 		$435K Sell
3,684
-465
-11% -$55.2K 0.27% 103
2016
Q4 		$493K Buy
4,149
+95
+2% +$10.5K 0.36% 83
2016
Q3 		$424K Buy
4,054
+301
+8% +$30.8K 0.34% 89
2016
Q2 		$369K Buy
3,753
+762
+25% +$72.6K 0.3% 97
2016
Q1 		$280K Buy
+2,991
New +$260K 0.22% 102

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

V Wealth Advisors's IWN Position: Q1 2022 in Review

V Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 1,311 shares — an estimated $218K sold.

V Wealth Advisors first reported a position in IWN in Q1 2016 and held it in 23 quarters. The position peaked at $513K in Q2 2018. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • V Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • V Wealth Advisors sold 1,311 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $218K.
  • V Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and held it in 23 quarters.
  • V Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $513K in Q2 2018.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.