Alamar Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Alamar Capital 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
2026 Q2	$3.24M	Buy	14,655 +721	+5%	+$151K	1.64%	14
2026 Q1	$2.64M	Sell	13,934 -1,135	-8%	-$220K	1.61%	13
2025 Q4	$2.73M	Buy	15,069 +143	+1%	+$25.7K	1.51%	26
2025 Q3	$2.64M	Buy	14,926 +1,501	+11%	+$253K	1.4%	32
2025 Q2	$2.12M	Buy	13,425 +553	+4%	+$82.3K	1.15%	36
2025 Q1	$1.94M	Sell	12,872 -365	-3%	-$59K	1.16%	37
2024 Q4	$2.17M	Buy	13,237 +813	+7%	+$139K	1.19%	36
2024 Q3	$2.07M	Sell	12,424 -177	-1%	-$28.8K	1.14%	40
2024 Q2	$1.92M	Buy	+12,601	New	+$1.93M	1.16%	36
2023 Q4	$1.36M	Buy	8,728 +495	+6%	+$68.6K	1.07%	36
2023 Q3	$1.12M	Buy	8,233 +1,095	+15%	+$157K	1.05%	38
2023 Q2	$1.01M	Buy	7,138 +1,090	+18%	+$147K	0.74%	51
2023 Q1	$829K	Sell	6,048 -2,470	-29%	-$358K	0.69%	49
2022 Q4	$1.18M	Buy	8,518 +555	+7%	+$78.4K	1.21%	38
2022 Q3	$1.03M	Buy	7,963 +129	+2%	+$18.6K	1.15%	35
2022 Q2	$1.07M	Sell	7,834 -1,730	-18%	-$257K	1.2%	37
2022 Q1	$1.54M	Buy	9,564 +821	+9%	+$131K	1.3%	36
2021 Q4	$1.45M	Buy	8,743 +338	+4%	+$56.3K	1.04%	38
2021 Q3	$1.35M	Buy	8,405 +267	+3%	+$42.9K	1.04%	37
2021 Q2	$1.35M	Buy	8,138 +1,256	+18%	+$207K	1.18%	36
2021 Q1	$1.1M	Buy	6,882 +700	+11%	+$106K	1.06%	37
2020 Q4	$814K	Buy	+6,182	New	+$730K	0.88%	42

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Alamar Capital Management's IWN Position: Q2 2026 in Review

Alamar Capital Management increased its iShares Russell 2000 Value ETF (IWN) stake by 5.2% in Q2 2026, buying an estimated $151K and bringing the position to 14,655 shares worth $3.24M. The position accounts for 1.64% of the portfolio, ranked #14.

Alamar Capital Management first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Alamar Capital Management held 14,655 shares of iShares Russell 2000 Value ETF worth $3.24M as of Q2 2026.
Alamar Capital Management bought 721 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $151K.
iShares Russell 2000 Value ETF made up 1.64% of Alamar Capital Management's portfolio in Q2 2026, its #14 holding.
Alamar Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.