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Paloma Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Paloma Partners’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
Q1 		– Sell
-494
Closed -$65K – 2195
2020
Q4 		$65K Buy
+494
New +$58.3K ﹤0.01% 1544

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paloma Partners's IWN Position: Q1 2021 in Review

Paloma Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 494 shares — an estimated $65K sold.

Paloma Partners first reported a position in IWN in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 832 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

  • Paloma Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Paloma Partners sold 494 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $65K.
  • Paloma Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 1 quarter.
  • Paloma Partners's iShares Russell 2000 Value ETF position peaked at $65K in Q4 2020.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Paloma Partners's 13F filing for Q1 2021, filed 17 May 2021.