Guardian Life Insurance’s iShares Russell 2000 Value ETF IWN Stock Holding History

Guardian Life Insurance’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
2020 Q1	–	Sell	-383,663	Closed	-$49.3M	–	244
2019 Q4	$49.3M	Buy	383,663 +1,287	+0.3%	+$159K	11.67%	3
2019 Q3	$45.7M	Hold	382,376	–	–	6.83%	5
2019 Q2	$46.1M	Buy	382,376 +28,885	+8%	+$3.49M	6.36%	6
2019 Q1	$42.4M	Hold	353,491	–	–	5.38%	7
2018 Q4	$38M	Hold	353,491	–	–	6.57%	6
2018 Q3	$47M	Hold	353,491	–	–	7.67%	4
2018 Q2	$46.6M	Buy	353,491 +78,913	+29%	+$10.2M	7.89%	4
2018 Q1	$33.5M	Buy	274,578 +168,543	+159%	+$21.1M	6.18%	7
2017 Q4	$13.3M	Buy	106,035 +65,882	+164%	+$8.23M	2.92%	11
2017 Q3	$4.98M	Buy	+40,153	New	+$4.73M	0.77%	14
2017 Q2	–	Sell	-30,503	Closed	-$3.6M	–	521
2017 Q1	$3.6M	Sell	30,503 -11,855	-28%	-$1.41M	0.52%	17
2016 Q4	$5.04M	Hold	42,358	–	–	0.74%	25
2016 Q3	$4.44M	Hold	42,358	–	–	0.41%	55
2016 Q2	$4.12M	Hold	42,358	–	–	0.32%	76
2016 Q1	$3.95M	Buy	+42,358	New	+$3.68M	0.35%	73

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Life Insurance's IWN Position: Q1 2020 in Review

Guardian Life Insurance sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 383,663 shares — an estimated $49.3M sold.

Guardian Life Insurance first reported a position in IWN in Q1 2016 and held it in 15 quarters. The position peaked at $49.3M in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

Guardian Life Insurance reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 383,663 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $49.3M.
Guardian Life Insurance first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and held it in 15 quarters.
Guardian Life Insurance's iShares Russell 2000 Value ETF position peaked at $49.3M in Q4 2019.
665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.