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

Amarillo National 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
2026 Q2	$485K	Sell	2,191 -6	-0.3%	-$1.26K	0.08%	56
2026 Q1	$417K	Hold	2,197	–	–	0.07%	58
2025 Q4	$398K	Sell	2,197 -7	-0.3%	-$1.26K	0.07%	56
2025 Q3	$390K	Sell	2,204 -1,135	-34%	-$192K	0.07%	56
2025 Q2	$527K	Hold	3,339	–	–	0.1%	51
2025 Q1	$504K	Hold	3,339	–	–	0.1%	56
2024 Q4	$548K	Sell	3,339 -198	-6%	-$33.8K	0.1%	56
2024 Q3	$590K	Hold	3,537	–	–	0.11%	57
2024 Q2	$539K	Sell	3,537 -396	-10%	-$60.6K	0.1%	57
2024 Q1	$625K	Hold	3,933	–	–	0.12%	60
2023 Q4	$611K	Sell	3,933 -37	-0.9%	-$5.13K	0.12%	62
2023 Q3	$538K	Hold	3,970	–	–	0.11%	65
2023 Q2	$559K	Hold	3,970	–	–	0.11%	62
2023 Q1	$544K	Hold	3,970	–	–	0.11%	67
2022 Q4	$551K	Buy	3,970 +47	+1%	+$6.64K	0.13%	67
2022 Q3	$506K	Hold	3,923	–	–	0.12%	70
2022 Q2	$534K	Hold	3,923	–	–	0.12%	74
2022 Q1	$633K	Hold	3,923	–	–	0.12%	68
2021 Q4	$652K	Buy	3,923 +46	+1%	+$7.67K	0.13%	70
2021 Q3	$621K	Buy	3,877 +51	+1%	+$8.19K	0.13%	67
2021 Q2	$634K	Hold	3,826	–	–	0.18%	63
2021 Q1	$610K	Hold	3,826	–	–	0.16%	68
2020 Q4	$504K	Sell	3,826 -69	-2%	-$8.14K	0.14%	60
2020 Q3	$387K	Sell	3,895 -631	-14%	-$64.1K	0.15%	62
2020 Q2	$441K	Sell	4,526 -11,830	-72%	-$1.08M	0.18%	60
2020 Q1	$1.34M	Sell	16,356 -94	-0.6%	-$10.5K	0.55%	29
2019 Q4	$2.12M	Sell	16,450 -225	-1%	-$27.8K	0.72%	24
2019 Q3	$1.99M	Buy	16,675 +16	+0.1%	+$1.89K	0.76%	22
2019 Q2	$2.01M	Hold	16,659	–	–	0.8%	24
2019 Q1	$2M	Buy	+16,659	New	+$1.99M	0.79%	25
2014 Q2	–	Sell	-3,599	Closed	-$363K	–	130
2014 Q1	$363K	Buy	+3,599	New	+$355K	0.29%	114

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 29.2% 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

Amarillo National Bank's IWN Position: Q2 2026 in Review

Amarillo National Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q2 2026, selling an estimated $1.26K and leaving 2,191 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #56.

Amarillo National Bank first reported a position in IWN in Q1 2014 and has held it in 31 quarters since. The position peaked at $2.12M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Amarillo National Bank held 2,191 shares of iShares Russell 2000 Value ETF worth $485K as of Q2 2026.
Amarillo National Bank sold 6 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell 2000 Value ETF made up 0.08% of Amarillo National Bank's portfolio in Q2 2026, its #56 holding.
Amarillo National Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 31 quarters since.
Amarillo National Bank's iShares Russell 2000 Value ETF position peaked at $2.12M in Q4 2019.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Amarillo National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.