Nachman Norwood & Parrott’s iShares Russell 2000 Value ETF IWN Stock Holding History

Nachman Norwood & Parrott’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 Q2	$855K	Buy	5,155 +46	+0.9%	+$7.59K	0.09%	142
2021 Q1	$815K	Hold	5,109	–	–	0.09%	141
2020 Q4	$673K	Sell	5,109 -98	-2%	-$11.6K	0.08%	151
2020 Q3	$517K	Buy	5,207 +7	+0.1%	+$711	0.07%	156
2020 Q2	$507K	Buy	5,200 +13	+0.3%	+$1.18K	0.08%	146
2020 Q1	$425K	Sell	5,187 -2,828	-35%	-$317K	0.09%	150
2019 Q4	$1.03M	Hold	8,015	–	–	0.17%	98
2019 Q3	$957K	Sell	8,015 -1,166	-13%	-$138K	0.17%	98
2019 Q2	$1.11M	Hold	9,181	–	–	0.2%	92
2019 Q1	$1.1M	Sell	9,181 -75	-0.8%	-$8.96K	0.21%	90
2018 Q4	$995K	Buy	+9,256	New	+$1.11M	0.21%	90

Other funds holding IWN

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Nachman Norwood & Parrott's IWN Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares Russell 2000 Value ETF (IWN) stake by 0.9% in Q2 2021, buying an estimated $7.59K and bringing the position to 5,155 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #142.

Nachman Norwood & Parrott first reported a position in IWN in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2019. 852 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

Nachman Norwood & Parrott held 5,155 shares of iShares Russell 2000 Value ETF worth $855K as of Q2 2021.
Nachman Norwood & Parrott bought 46 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $7.59K.
iShares Russell 2000 Value ETF made up 0.09% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #142 holding.
Nachman Norwood & Parrott first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's iShares Russell 2000 Value ETF position peaked at $1.11M in Q2 2019.
852 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.