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Sumitomo Mitsui Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sumitomo Mitsui Financial 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
2020
Q4 		– Sell
-333,500
Closed -$33.1M – 163
2020
Q3 		$33.1M Sell
333,500
-136,500
-29% -$13.9M 1.13% 12
2020
Q2 		$45.8M Buy
+470,000
New +$42.8M 1.57% 12

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sumitomo Mitsui Financial Group's IWN Position: Q4 2020 in Review

Sumitomo Mitsui Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 333,500 shares — an estimated $33.1M sold.

Sumitomo Mitsui Financial Group first reported a position in IWN in Q2 2020 and held it in 2 quarters. The position peaked at $45.8M in Q2 2020. 771 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

  • Sumitomo Mitsui Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 333,500 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $33.1M.
  • Sumitomo Mitsui Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and held it in 2 quarters.
  • Sumitomo Mitsui Financial Group's iShares Russell 2000 Value ETF position peaked at $45.8M in Q2 2020.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.