Schroder Investment Management Group
IWN icon

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

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return