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

Schroder Investment Management Group’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 Q3	–	Sell	-28,622	Closed	-$3.92M	–	1311
2022 Q2	$3.92M	Hold	28,622	–	–	0.01%	844
2022 Q1	$4.67M	Buy	+28,622	New	+$4.56M	0.01%	858
2015 Q3	–	Sell	-19,300	Closed	-$1.97M	–	1205
2015 Q2	$1.97M	Buy	+19,300	New	+$1.99M	﹤0.01%	835
2014 Q4	–	Sell	-20,800	Closed	-$1.95M	–	1407
2014 Q3	$1.95M	Buy	+20,800	New	+$2.06M	﹤0.01%	915

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Schroder Investment Management Group's IWN Position: Q3 2022 in Review

Schroder Investment Management Group sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2022, closing a stake of 28,622 shares — an estimated $3.92M sold.

Schroder Investment Management Group first reported a position in IWN in Q3 2014 and held it in 4 quarters. The position peaked at $4.67M in Q1 2022. 840 funds tracked by Wall St. Rank hold IWN as of Q3 2022.

Schroder Investment Management Group reported no remaining iShares Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
Schroder Investment Management Group sold 28,622 iShares Russell 2000 Value ETF shares in Q3 2022, an estimated $3.92M.
Schroder Investment Management Group first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and held it in 4 quarters.
Schroder Investment Management Group's iShares Russell 2000 Value ETF position peaked at $4.67M in Q1 2022.
840 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2022.

Based on Schroder Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.