Panagora Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Panagora Asset 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
2020 Q4	–	Sell	-701	Closed	-$70K	–	2864
2020 Q3	$70K	Sell	701 -1,384	-66%	-$141K	﹤0.01%	1937
2020 Q2	$203K	Buy	+2,085	New	+$190K	﹤0.01%	1527
2019 Q2	–	Sell	-59,275	Closed	-$7.11M	–	2646
2019 Q1	$7.11M	Sell	59,275 -15,669	-21%	-$1.87M	0.03%	424
2018 Q4	$8.06M	Buy	74,944 +33,695	+82%	+$4.05M	0.04%	355
2018 Q3	$5.49M	Buy	+41,249	New	+$5.56M	0.02%	492

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Panagora Asset Management's IWN Position: Q4 2020 in Review

Panagora Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 701 shares — an estimated $70K sold.

Panagora Asset Management first reported a position in IWN in Q3 2018 and held it in 5 quarters. The position peaked at $8.06M in Q4 2018. 772 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

Panagora Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
Panagora Asset Management sold 701 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $70K.
Panagora Asset Management first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 5 quarters.
Panagora Asset Management's iShares Russell 2000 Value ETF position peaked at $8.06M in Q4 2018.
772 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Panagora Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.