Cambiar Investors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cambiar Investors’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	-2,426	Closed	-$403K	–	143
2021 Q4	$403K	Buy	+2,426	New	+$404K	0.01%	138
2020 Q1	–	Sell	-3,183	Closed	-$409K	–	168
2019 Q4	$409K	Buy	+3,183	New	+$394K	0.01%	146
2019 Q2	–	Sell	-1,874	Closed	-$225K	–	161
2019 Q1	$225K	Sell	1,874 -33,181	-95%	-$3.96M	0.01%	155
2018 Q4	$3.77M	Buy	35,055 +32,615	+1,337%	+$3.92M	0.09%	108
2018 Q3	$325K	Buy	+2,440	New	+$329K	0.01%	165
2018 Q1	–	Sell	-6,441	Closed	-$810K	–	169
2017 Q4	$810K	Buy	+6,441	New	+$805K	0.01%	146
2017 Q3	–	Sell	-1,708	Closed	-$203K	–	170
2017 Q2	$203K	Sell	1,708 -720	-30%	-$84.6K	﹤0.01%	163
2017 Q1	$287K	Sell	2,428 -727	-23%	-$86.3K	﹤0.01%	149
2016 Q4	$375K	Buy	+3,155	New	+$349K	0.01%	148
2016 Q1	–	Sell	-123,699	Closed	-$11.4M	–	146
2015 Q4	$11.4M	Buy	123,699 +119,524	+2,863%	+$11.3M	0.16%	105
2015 Q3	$376K	Buy	+4,175	New	+$401K	0.01%	157
2015 Q1	–	Sell	-68,966	Closed	-$7.01M	–	158
2014 Q4	$7.01M	Buy	+68,966	New	+$6.76M	0.11%	107

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cambiar Investors's IWN Position: Q1 2022 in Review

Cambiar Investors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 2,426 shares — an estimated $403K sold.

Cambiar Investors first reported a position in IWN in Q4 2014 and held it in 12 quarters. The position peaked at $11.4M in Q4 2015. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Cambiar Investors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
Cambiar Investors sold 2,426 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $403K.
Cambiar Investors first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and held it in 12 quarters.
Cambiar Investors's iShares Russell 2000 Value ETF position peaked at $11.4M in Q4 2015.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Cambiar Investors's 13F filing for Q1 2022, filed 28 Apr 2022.