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

Sonora 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
2021
Q3 		$49K Buy
303
+116
+62% +$18.6K 0.01% 423
2021
Q2 		$31K Sell
187
-1,978
-91% -$326K ﹤0.01% 479
2021
Q1 		$467K Hold
2,165
– – 0.04% 221
2020
Q4 		$413K Sell
2,165
-483
-18% -$57K 0.03% 226
2020
Q3 		$388K Sell
2,648
-123
-4% -$12.5K 0.04% 212
2020
Q2 		$388K Sell
2,771
-761
-22% -$69.2K 0.04% 197
2020
Q1 		$396K Hold
3,532
– – 0.05% 181
2019
Q4 		$576K Sell
3,532
-104
-3% -$12.9K 0.05% 176
2019
Q3 		$538K Buy
3,636
+415
+13% +$49K 0.06% 171
2019
Q2 		$487K Buy
3,221
+110
+4% +$13.3K 0.05% 184
2019
Q1 		$466K Buy
3,111
+222
+8% +$26.5K 0.06% 180
2018
Q4 		$382K Buy
2,889
+2,024
+234% +$244K 0.06% 182
2018
Q3 		$139K Buy
865
+268
+45% +$36.1K 0.02% 248
2018
Q2 		$92K Sell
597
-21
-3% -$2.71K 0.01% 289
2018
Q1 		$88.2K Buy
618
+417
+207% +$52.2K 0.01% 278
2017
Q4 		$25.6K Buy
201
+10
+5% +$1.25K ﹤0.01% 526
2017
Q3 		$23.8K Buy
191
+91
+91% +$10.7K ﹤0.01% 498
2017
Q2 		$14.1K Buy
100
+90
+900% +$10.6K ﹤0.01% 613
2017
Q1 		$1.38K Hold
10
– – ﹤0.01% 876
2016
Q4 		$1.35K Hold
10
– – ﹤0.01% 792
2016
Q3 		$1.24K Sell
10
-38
-79% -$3.89K ﹤0.01% 779
2016
Q2 		$5.52K Sell
48
-275
-85% -$26.2K ﹤0.01% 678
2016
Q1 		$36.6K Hold
323
– – 0.01% 327
2015
Q4 		$36K Hold
323
– – 0.01% 274
2015
Q3 		$36K Buy
+323
New +$31K 0.01% 250

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sonora Investment Management's IWN Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Russell 2000 Value ETF (IWN) stake by 62% in Q3 2021, buying an estimated $18.6K and bringing the position to 303 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #423.

Sonora Investment Management first reported a position in IWN in Q3 2015 and has held it in 25 quarters since. The position peaked at $576K in Q4 2019. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

  • Sonora Investment Management held 303 shares of iShares Russell 2000 Value ETF worth $49K as of Q3 2021.
  • Sonora Investment Management bought 116 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $18.6K.
  • iShares Russell 2000 Value ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #423 holding.
  • Sonora Investment Management first reported a position in iShares Russell 2000 Value ETF in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's iShares Russell 2000 Value ETF position peaked at $576K in Q4 2019.
  • 832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.