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Marino Stram & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Marino Stram & Associates’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
-4,263
Closed -$707K – 218
2021
Q2 		$707K Buy
+4,263
New +$703K 0.18% 100

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 $1.57B AUM 15.23% 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 $374B AUM 17.66% 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

Marino Stram & Associates's IWN Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2021, closing a stake of 4,263 shares — an estimated $707K sold.

Marino Stram & Associates first reported a position in IWN in Q2 2021 and held it in 1 quarter. The position peaked at $707K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 4,263 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $707K.
  • Marino Stram & Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's iShares Russell 2000 Value ETF position peaked at $707K in Q2 2021.
  • 831 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.