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

Resource 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
2021 Q4	$11M	Buy	66,437 +45	+0.1%	+$7.5K	1.14%	14
2021 Q3	$10.6M	Buy	66,392 +63	+0.1%	+$10.1K	1.21%	12
2021 Q2	$11M	Sell	66,329 -1,402	-2%	-$231K	1.26%	12
2021 Q1	$10.8M	Buy	67,731 +277	+0.4%	+$41.9K	1.3%	12
2020 Q4	$8.89M	Sell	67,454 -19,090	-22%	-$2.25M	1.21%	11
2020 Q3	$8.6M	Sell	86,544 -37,546	-30%	-$3.81M	1.4%	9
2020 Q2	$12.1M	Sell	124,090 -86,475	-41%	-$7.87M	2.09%	8
2020 Q1	$17.3M	Sell	210,565 -20,269	-9%	-$2.27M	3.65%	5
2019 Q4	$29.7M	Buy	230,834 +2,535	+1%	+$313K	4.77%	4
2019 Q3	$27.3M	Buy	228,299 +5,776	+3%	+$682K	4.75%	4
2019 Q2	$26.8M	Buy	222,523 +60,069	+37%	+$7.26M	4.65%	4
2019 Q1	$19.5M	Buy	162,454 +100,574	+163%	+$12M	3.5%	5
2018 Q4	$6.65M	Buy	+61,880	New	+$7.45M	1.39%	11

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

Resource Management's IWN Position: Q4 2021 in Review

Resource Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.07% in Q4 2021, buying an estimated $7.5K and bringing the position to 66,437 shares worth $11M. The position accounts for 1.14% of the portfolio, ranked #14.

Resource Management first reported a position in IWN in Q4 2018 and has held it in 13 quarters since. The position peaked at $29.7M in Q4 2019. 943 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

Resource Management held 66,437 shares of iShares Russell 2000 Value ETF worth $11M as of Q4 2021.
Resource Management bought 45 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $7.5K.
iShares Russell 2000 Value ETF made up 1.14% of Resource Management's portfolio in Q4 2021, its #14 holding.
Resource Management first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 13 quarters since.
Resource Management's iShares Russell 2000 Value ETF position peaked at $29.7M in Q4 2019.
943 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.