Permit Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Permit Capital Advisors’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
2022 Q1	$9.36M	Buy	+57,993	New	+$9.25M	3.6%	7

Other funds holding IWN

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

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

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

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

APF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Permit Capital Advisors's IWN Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2022: 57,993 shares worth $9.36M. The stake represents 3.6% of the portfolio and ranks #7 among its holdings.

916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Permit Capital Advisors held 57,993 shares of iShares Russell 2000 Value ETF worth $9.36M as of Q1 2022.
iShares Russell 2000 Value ETF was a new Permit Capital Advisors position in Q1 2022.
iShares Russell 2000 Value ETF made up 3.6% of Permit Capital Advisors's portfolio in Q1 2022, its #7 holding.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.