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

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 22.9% 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

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. 1,081 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.
1,081 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.