MD Financial Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

MD Financial Management’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 Q4	$17K	Buy	+105	New	+$17.5K	﹤0.01%	293

Other funds holding IWN

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MD Financial Management's IWN Position: Q4 2021 in Review

MD Financial Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2021: 105 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

942 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

MD Financial Management held 105 shares of iShares Russell 2000 Value ETF worth $17K as of Q4 2021.
iShares Russell 2000 Value ETF was a new MD Financial Management position in Q4 2021.
iShares Russell 2000 Value ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #293 holding.
942 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.