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Harel Insurance Investments & Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-36,500
Closed -$19.7M – 741
2021
Q2 		$19.7M Buy
36,500
+14,483
+66% +$2.39M 0.43% 41
2021
Q1 		$11.7M Buy
+22,017
New +$3.33M 0.22% 63

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.44B AUM 23.16% 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 $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IWN Position: Q3 2021 in Review

Harel Insurance Investments & Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 36,500 shares — an estimated $19.7M sold.

Harel Insurance Investments & Financial Services first reported a position in IWN in Q1 2021 and held it in 2 quarters. The position peaked at $19.7M in Q2 2021. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

  • Harel Insurance Investments & Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 36,500 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $19.7M.
  • Harel Insurance Investments & Financial Services first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's iShares Russell 2000 Value ETF position peaked at $19.7M in Q2 2021.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2021, filed 25 Oct 2021.