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Autus Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Autus Asset Management’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
-5,591
Closed -$928K – 166
2021
Q4 		$928K Sell
5,591
-45
-0.8% -$7.5K 0.09% 107
2021
Q3 		$903K Sell
5,636
-94
-2% -$15.1K 0.1% 101
2021
Q2 		$949K Sell
5,730
-1
-0% -$165 0.1% 98
2021
Q1 		$914K Sell
5,731
-75
-1% -$11.3K 0.11% 95
2020
Q4 		$765K Sell
5,806
-75
-1% -$8.85K 0.1% 104
2020
Q3 		$584K Sell
5,881
-24
-0.4% -$2.44K 0.08% 109
2020
Q2 		$576K Sell
5,905
-111
-2% -$10.1K 0.08% 106
2020
Q1 		$493K Sell
6,016
-100
-2% -$11.2K 0.09% 105
2019
Q4 		$786K Sell
6,116
-255
-4% -$31.5K 0.11% 99
2019
Q3 		$761K Buy
6,371
+8
+0.1% +$945 0.12% 98
2019
Q2 		$767K Buy
6,363
+35
+0.6% +$4.23K 0.12% 98
2019
Q1 		$759K Sell
6,328
-739
-10% -$88.3K 0.13% 100
2018
Q4 		$760K Buy
7,067
+36
+0.5% +$4.33K 0.15% 90
2018
Q3 		$935K Sell
7,031
-81
-1% -$10.9K 0.16% 90
2018
Q2 		$938K Sell
7,112
-812
-10% -$105K 0.16% 91
2018
Q1 		$966K Sell
7,924
-165
-2% -$20.7K 0.17% 87
2017
Q4 		$1.02M Buy
8,089
+40
+0.5% +$5K 0.19% 85
2017
Q3 		$999K Buy
8,049
+29
+0.4% +$3.42K 0.19% 83
2017
Q2 		$953K Buy
8,020
+25
+0.3% +$2.94K 0.19% 84
2017
Q1 		$945K Sell
7,995
-1,535
-16% -$182K 0.2% 86
2016
Q4 		$1.13M Sell
9,530
-101
-1% -$11.2K 0.25% 78
2016
Q3 		$1.01M Buy
9,631
+500
+5% +$51.2K 0.23% 84
2016
Q2 		$888K Buy
9,131
+2,756
+43% +$262K 0.2% 95
2016
Q1 		$594K Buy
6,375
+1,075
+20% +$93.3K 0.14% 110
2015
Q4 		$487K Buy
+5,300
New +$503K 0.12% 111
2015
Q3 		– Sell
-2,235
Closed -$228K – 134
2015
Q2 		$228K Buy
+2,235
New +$230K 0.06% 132

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 22.9% 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

Autus Asset Management's IWN Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 5,591 shares — an estimated $928K sold.

Autus Asset Management first reported a position in IWN in Q2 2015 and held it in 26 quarters. The position peaked at $1.13M in Q4 2016. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Autus Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Autus Asset Management sold 5,591 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $928K.
  • Autus Asset Management first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 26 quarters.
  • Autus Asset Management's iShares Russell 2000 Value ETF position peaked at $1.13M in Q4 2016.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.