Webster Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Webster Bank’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	-562	Closed	-$93K	–	544
2021 Q4	$93K	Buy	+562	New	+$93.6K	0.01%	276
2018 Q1	–	Sell	-7	Closed	-$1K	–	549
2017 Q4	$1K	Hold	7	–	–	﹤0.01%	552
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	524
2017 Q2	$1K	Buy	+7	New	+$823	﹤0.01%	543
2014 Q1	–	Sell	-3,100	Closed	-$308K	–	214
2013 Q4	$308K	Buy	+3,100	New	+$296K	0.04%	168

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Webster Bank's IWN Position: Q1 2022 in Review

Webster Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 562 shares — an estimated $93K sold.

Webster Bank first reported a position in IWN in Q4 2013 and held it in 5 quarters. The position peaked at $308K in Q4 2013. 916 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Webster Bank reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
Webster Bank sold 562 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $93K.
Webster Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 5 quarters.
Webster Bank's iShares Russell 2000 Value ETF position peaked at $308K in Q4 2013.
916 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Webster Bank's 13F filing for Q1 2022, filed 13 Apr 2022.