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Angeles Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Angeles Investment 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
Q2 		– Sell
-124,250
Closed -$20.1M – 119
2022
Q1 		$20.1M Sell
124,250
-346,925
-74% -$55.3M 1.38% 12
2021
Q4 		$78.2M Buy
471,175
+348,375
+284% +$58.1M 3.89% 6
2021
Q3 		$19.7M Sell
122,800
-1,720,362
-93% -$276M 1.15% 12
2021
Q2 		$306M Buy
1,843,162
+331,462
+22% +$54.7M 19.1% 1
2021
Q1 		$241M Buy
+1,511,700
New +$228M 18.73% 1

Other funds holding IWN

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Angeles Investment Advisors's IWN Position: Q2 2022 in Review

Angeles Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2022, closing a stake of 124,250 shares — an estimated $20.1M sold.

Angeles Investment Advisors first reported a position in IWN in Q1 2021 and held it in 5 quarters. The position peaked at $306M in Q2 2021. 877 funds tracked by Wall St. Rank hold IWN as of Q2 2022.

  • Angeles Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 124,250 iShares Russell 2000 Value ETF shares in Q2 2022, an estimated $20.1M.
  • Angeles Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 5 quarters.
  • Angeles Investment Advisors's iShares Russell 2000 Value ETF position peaked at $306M in Q2 2021.
  • 877 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2022.

Based on Angeles Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.