Wipfli Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wipfli Financial 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 Q3	$148K	Buy	+1,151	New	+$166K	0.01%	556
2022 Q2	–	Sell	-2,018	Closed	-$326K	–	93
2022 Q1	$326K	Buy	2,018 +271	+16%	+$43.2K	0.03%	77
2021 Q4	$290K	Sell	1,747 -389	-18%	-$64.8K	0.03%	38
2021 Q3	$342K	Buy	2,136 +170	+9%	+$27.3K	0.04%	36
2021 Q2	$326K	Sell	1,966 -570	-22%	-$94K	0.05%	35
2021 Q1	$404K	Buy	+2,536	New	+$383K	0.22%	24

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

Wipfli Financial Advisors's IWN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2022: 1,151 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in IWN as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in IWN in Q1 2021 and has held it in 6 quarters since. The position peaked at $404K in Q1 2021. 839 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

Wipfli Financial Advisors held 1,151 shares of iShares Russell 2000 Value ETF worth $148K as of Q3 2022.
iShares Russell 2000 Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Russell 2000 Value ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #556 holding.
Wipfli Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 6 quarters since.
Wipfli Financial Advisors's iShares Russell 2000 Value ETF position peaked at $404K in Q1 2021.
839 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.