American State Bank (Iowa)’s iShares Russell 2000 Value ETF IWN Stock Holding History

American State Bank (Iowa)’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	$599K	Sell	2,706 -2,841	-51%	-$595K	0.24%	91
2026 Q1	$1.05M	Buy	5,547 +77	+1%	+$14.9K	0.51%	62
2025 Q4	$991K	Buy	5,470 +143	+3%	+$25.7K	0.48%	64
2025 Q3	$942K	Buy	5,327 +224	+4%	+$37.8K	0.48%	64
2025 Q2	$805K	Buy	5,103 +88	+2%	+$13.1K	0.45%	66
2025 Q1	$757K	Hold	5,015	–	–	0.46%	66
2024 Q4	$823K	Hold	5,015	–	–	0.5%	62
2024 Q3	$837K	Hold	5,015	–	–	0.51%	60
2024 Q2	$764K	Hold	5,015	–	–	0.49%	61
2024 Q1	$796K	Hold	5,015	–	–	0.53%	59
2023 Q4	$779K	Buy	5,015 +6	+0.1%	+$831	0.5%	65
2023 Q3	$679K	Hold	5,009	–	–	0.49%	66
2023 Q2	$705K	Hold	5,009	–	–	0.49%	65
2023 Q1	$686K	Hold	5,009	–	–	0.5%	66
2022 Q4	$695K	Sell	5,009 -20	-0.4%	-$2.82K	0.54%	65
2022 Q3	$648K	Buy	5,029 +740	+17%	+$107K	0.56%	60
2022 Q2	$584K	Hold	4,289	–	–	0.46%	66
2022 Q1	$692K	Hold	4,289	–	–	0.48%	61
2021 Q4	$712K	Buy	4,289 +144	+3%	+$24K	0.49%	66
2021 Q3	$664K	Hold	4,145	–	–	0.52%	65
2021 Q2	$687K	Buy	4,145 +592	+17%	+$97.7K	0.54%	61
2021 Q1	$567K	Buy	3,553 +200	+6%	+$30.2K	0.48%	69
2020 Q4	$442K	Buy	+3,353	New	+$396K	0.42%	77

Other funds holding IWN

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

American State Bank (Iowa)'s IWN Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Russell 2000 Value ETF (IWN) stake by 51% in Q2 2026, selling an estimated $595K and leaving 2,706 shares worth $599K. The position accounts for 0.24% of the portfolio, ranked #91.

American State Bank (Iowa) first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2026. 277 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

American State Bank (Iowa) held 2,706 shares of iShares Russell 2000 Value ETF worth $599K as of Q2 2026.
American State Bank (Iowa) sold 2,841 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $595K.
iShares Russell 2000 Value ETF made up 0.24% of American State Bank (Iowa)'s portfolio in Q2 2026, its #91 holding.
American State Bank (Iowa) first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
American State Bank (Iowa)'s iShares Russell 2000 Value ETF position peaked at $1.05M in Q1 2026.
277 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.