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

Voloridge 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
2022
Q1 		– Sell
-5,701
Closed -$947K – 1544
2021
Q4 		$947K Buy
+5,701
New +$950K 0.01% 1282
2019
Q2 		– Sell
-30,314
Closed -$3.63M – 910
2019
Q1 		$3.63M Buy
+30,314
New +$3.62M 0.11% 185

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Voloridge Investment Management's IWN Position: Q1 2022 in Review

Voloridge Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 5,701 shares — an estimated $947K sold.

Voloridge Investment Management first reported a position in IWN in Q1 2019 and held it in 2 quarters. The position peaked at $3.63M in Q1 2019. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

  • Voloridge Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 5,701 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $947K.
  • Voloridge Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 2 quarters.
  • Voloridge Investment Management's iShares Russell 2000 Value ETF position peaked at $3.63M in Q1 2019.
  • 916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.