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Alpine Bank Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Alpine Bank Wealth 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
2025
Q2 		– Sell
-293
Closed -$44.2K – 432
2025
Q1 		$44.2K Buy
+293
New +$47.3K 0.01% 233
2024
Q3 		$48.9K Buy
+293
New +$47.6K 0.01% 255

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Alpine Bank Wealth Management's IWN Position: Q2 2025 in Review

Alpine Bank Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 293 shares — an estimated $44.2K sold.

Alpine Bank Wealth Management first reported a position in IWN in Q3 2024 and held it in 2 quarters. The position peaked at $48.9K in Q3 2024. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Alpine Bank Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 293 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $44.2K.
  • Alpine Bank Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 2 quarters.
  • Alpine Bank Wealth Management's iShares Russell 2000 Value ETF position peaked at $48.9K in Q3 2024.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.