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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Alamar Capital Management's IWN Position: Q1 2026 in Review

Alamar Capital Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.5% in Q1 2026, selling an estimated $220K and leaving 13,934 shares worth $2.64M. The position accounts for 1.61% of the portfolio, ranked #13.

Alamar Capital Management first reported a position in IWN in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.73M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Alamar Capital Management held 13,934 shares of iShares Russell 2000 Value ETF worth $2.64M as of Q1 2026.
  • Alamar Capital Management sold 1,135 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell 2000 Value ETF made up 1.61% of Alamar Capital Management's portfolio in Q1 2026, its #13 holding.
  • Alamar Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 21 quarters since.
  • Alamar Capital Management's iShares Russell 2000 Value ETF position peaked at $2.73M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.