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Associated Banc-Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-4,698
Closed -$619K – 586
2020
Q4 		$619K Buy
4,698
+971
+26% +$115K 0.02% 256
2020
Q3 		$370K Hold
3,727
– – 0.02% 284
2020
Q2 		$363K Sell
3,727
-420
-10% -$38.2K 0.02% 283
2020
Q1 		$340K Buy
+4,147
New +$465K 0.02% 284

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Associated Banc-Corp's IWN Position: Q1 2021 in Review

Associated Banc-Corp sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 4,698 shares — an estimated $619K sold.

Associated Banc-Corp first reported a position in IWN in Q1 2020 and held it in 4 quarters. The position peaked at $619K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Associated Banc-Corp reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 4,698 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $619K.
  • Associated Banc-Corp first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's iShares Russell 2000 Value ETF position peaked at $619K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.