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WealthTrust Axiom’s iShares Russell 2000 Value ETF IWN Stock Holding History

WealthTrust Axiom’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
Q2 		– Sell
-1,395
Closed -$225K – 266
2022
Q1 		$225K Hold
1,395
– – 0.07% 210
2021
Q4 		$231K Hold
1,395
– – 0.07% 209
2021
Q3 		$223K Hold
1,395
– – 0.08% 207
2021
Q2 		$231K Hold
1,395
– – 0.07% 211
2021
Q1 		$222K Sell
1,395
-1,000
-42% -$151K 0.08% 199
2020
Q4 		$315K Buy
+2,395
New +$283K 0.11% 155
2020
Q3 		– Sell
-3,355
Closed -$326K – 213
2020
Q2 		$326K Buy
+3,355
New +$305K 0.14% 125

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthTrust Axiom's IWN Position: Q2 2022 in Review

WealthTrust Axiom sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 1,395 shares — an estimated $225K sold.

WealthTrust Axiom first reported a position in IWN in Q2 2020 and held it in 7 quarters. The position peaked at $326K in Q2 2020. 878 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • WealthTrust Axiom reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • WealthTrust Axiom sold 1,395 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $225K.
  • WealthTrust Axiom first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and held it in 7 quarters.
  • WealthTrust Axiom's iShares Russell 2000 Value ETF position peaked at $326K in Q2 2020.
  • 878 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on WealthTrust Axiom's 13F filing for Q2 2022, filed 27 Jul 2022.