DZ Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

DZ Bank’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
2019 Q4	–	Sell	-2,560	Closed	-$305K	–	771
2019 Q3	$305K	Buy	+2,560	New	+$302K	﹤0.01%	631

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

DZ Bank's IWN Position: Q4 2019 in Review

DZ Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2019, closing a stake of 2,560 shares — an estimated $305K sold.

DZ Bank first reported a position in IWN in Q3 2019 and held it in 1 quarter. The position peaked at $305K in Q3 2019. 741 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

DZ Bank reported no remaining iShares Russell 2000 Value ETF position as of Q4 2019 after selling out during the quarter.
DZ Bank sold 2,560 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $305K.
DZ Bank first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 1 quarter.
DZ Bank's iShares Russell 2000 Value ETF position peaked at $305K in Q3 2019.
741 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

Based on DZ Bank's 13F filing for Q4 2019, filed 14 Feb 2020.