Paul John Balson’s iShares Russell 2000 Value ETF IWN Stock Holding History

Paul John Balson’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	$511K	Buy	+3,878	New	+$458K	0.11%	54

Other funds holding IWN

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Paul John Balson's IWN Position: Q4 2020 in Review

Paul John Balson opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2020: 3,878 shares worth $511K. The stake represents 0.11% of the portfolio and ranks #54 among its holdings.

770 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

Paul John Balson held 3,878 shares of iShares Russell 2000 Value ETF worth $511K as of Q4 2020.
iShares Russell 2000 Value ETF was a new Paul John Balson position in Q4 2020.
iShares Russell 2000 Value ETF made up 0.11% of Paul John Balson's portfolio in Q4 2020, its #54 holding.
770 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.