Richard Pzena’s iShares Russell 2000 Value ETF IWN Stock Holding History

Richard Pzena’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	-30,190	Closed	-$3M	–	170
2020 Q3	$3M	Buy	+30,190	New	+$3.07M	0.02%	124
2018 Q1	–	Sell	-5,788	Closed	-$728K	–	162
2017 Q4	$728K	Buy	+5,788	New	+$723K	﹤0.01%	138
2015 Q3	–	Sell	-13,210	Closed	-$1.35M	–	150
2015 Q2	$1.35M	Buy	+13,210	New	+$1.36M	0.01%	148

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 $2.25B AUM 23.32% 1-Year Est. Return

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

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

Richard Pzena's IWN Position: Q4 2020 in Review

Richard Pzena sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 30,190 shares — an estimated $3M sold.

Richard Pzena first reported a position in IWN in Q2 2015 and held it in 3 quarters. The position peaked at $3M in Q3 2020. 771 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

Richard Pzena reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
Richard Pzena sold 30,190 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $3M.
Richard Pzena first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 3 quarters.
Richard Pzena's iShares Russell 2000 Value ETF position peaked at $3M in Q3 2020.
771 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Pzena Investment Management's 13F filing for Q4 2020, filed 5 Feb 2021.