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Vanguard Personalized Indexing Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vanguard Personalized Indexing 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
2020
Q4 		– Sell
-3,861
Closed -$384K – 566
2020
Q3 		$384K Buy
+3,861
New +$392K 0.11% 222

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 $71.6B AUM 21.08% 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

Vanguard Personalized Indexing Management's IWN Position: Q4 2020 in Review

Vanguard Personalized Indexing Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2020, closing a stake of 3,861 shares — an estimated $384K sold.

Vanguard Personalized Indexing Management first reported a position in IWN in Q3 2020 and held it in 1 quarter. The position peaked at $384K in Q3 2020. 770 funds tracked by Wall St. Rank hold IWN as of Q4 2020.

  • Vanguard Personalized Indexing Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,861 iShares Russell 2000 Value ETF shares in Q4 2020, an estimated $384K.
  • Vanguard Personalized Indexing Management first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's iShares Russell 2000 Value ETF position peaked at $384K in Q3 2020.
  • 770 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2020.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2020, filed 19 Jan 2021.