QIM
IWN icon

Quantitative Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Quantitative Investment 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
Q3 		– Sell
-9,859
Closed -$960K – 509
2020
Q2 		$960K Buy
+9,859
New +$897K 0.1% 219
2019
Q4 		– Sell
-2,377
Closed -$283K – 695
2019
Q3 		$283K Buy
+2,377
New +$281K 0.02% 527
2019
Q2 		– Sell
-46,200
Closed -$5.54M – 726
2019
Q1 		$5.54M Buy
46,200
+17,400
+60% +$2.08M 0.32% 77
2018
Q4 		$3.1M Buy
28,800
+10,000
+53% +$1.2M 0.16% 120
2018
Q3 		$2.5M Sell
18,800
-278,900
-94% -$37.6M 0.09% 163
2018
Q2 		$39.3M Buy
+297,700
New +$38.4M 0.81% 21
2018
Q1 		– Sell
-263,900
Closed -$33.2M – 834
2017
Q4 		$33.2M Buy
+263,900
New +$33M 0.49% 34

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return