Ameriprise
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Ameriprise’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ameriprise’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 		$51.4M Buy
270,318
+7,770
+3% +$1.5M 0.01% 855
2025
Q4 		$47.6M Buy
262,548
+17,967
+7% +$3.23M 0.01% 908
2025
Q3 		$43.3M Buy
244,581
+24,668
+11% +$4.16M 0.01% 977
2025
Q2 		$34.5M Buy
219,913
+4,859
+2% +$724K 0.01% 1052
2025
Q1 		$32.3M Sell
215,054
-17,686
-8% -$2.86M 0.01% 1041
2024
Q4 		$38.2M Buy
232,740
+62,832
+37% +$10.7M 0.01% 979
2024
Q3 		$28.3M Sell
169,908
-11,472
-6% -$1.86M 0.01% 1137
2024
Q2 		$27.6M Sell
181,380
-35,959
-17% -$5.5M 0.01% 1082
2024
Q1 		$34.5M Sell
217,339
-75,458
-26% -$11.4M 0.01% 977
2023
Q4 		$45.6M Buy
292,797
+44,284
+18% +$6.13M 0.01% 814
2023
Q3 		$34.8M Sell
248,513
-62,387
-20% -$8.95M 0.01% 912
2023
Q2 		$43.7M Sell
310,900
-37,996
-11% -$5.14M 0.01% 820
2023
Q1 		$47.8M Buy
348,896
+49,122
+16% +$7.12M 0.02% 774
2022
Q4 		$41.6M Buy
299,774
+11,335
+4% +$1.6M 0.01% 810
2022
Q3 		$37.2M Buy
288,439
+62,314
+28% +$9.01M 0.01% 824
2022
Q2 		$30.9M Sell
226,125
-243,720
-52% -$36.3M 0.01% 943
2022
Q1 		$75.9M Sell
469,845
-285,562
-38% -$45.5M 0.02% 636
2021
Q4 		$125M Sell
755,407
-904,900
-55% -$151M 0.03% 481
2021
Q3 		$266M Sell
1,660,307
-53,701
-3% -$8.63M 0.09% 255
2021
Q2 		$284M Buy
1,714,008
+271,620
+19% +$44.8M 0.09% 240
2021
Q1 		$230M Buy
1,442,388
+826,612
+134% +$125M 0.08% 259
2020
Q4 		$81.2M Buy
615,776
+491,473
+395% +$58M 0.03% 541
2020
Q3 		$12.3M Buy
124,303
+10,730
+9% +$1.09M 0.01% 1411
2020
Q2 		$11.1M Sell
113,573
-138,934
-55% -$12.6M ﹤0.01% 1458
2020
Q1 		$20.6M Buy
252,507
+54,885
+28% +$6.16M 0.01% 919
2019
Q4 		$25.5M Sell
197,622
-96,956
-33% -$12M 0.01% 1017
2019
Q3 		$35.2M Buy
294,578
+89,700
+44% +$10.6M 0.02% 817
2019
Q2 		$24.7M Sell
204,878
-3,100
-1% -$374K 0.01% 1024
2019
Q1 		$24.9M Sell
207,978
-2,276
-1% -$272K 0.01% 994
2018
Q4 		$22.4M Buy
210,254
+37,384
+22% +$4.5M 0.01% 993
2018
Q3 		$424M Buy
172,870
+37,940
+28% +$5.11M 0.15% 153
2018
Q2 		$17.9M Buy
134,930
+2,632
+2% +$339K 0.01% 1263
2018
Q1 		$16.1M Sell
132,298
-11,961
-8% -$1.5M 0.01% 1282
2017
Q4 		$18.1M Sell
144,259
-4,538
-3% -$567K 0.01% 1138
2017
Q3 		$18.5M Sell
148,797
-238,565
-62% -$28.1M 0.01% 1098
2017
Q2 		$46M Buy
387,362
+267,198
+222% +$31.4M 0.02% 582
2017
Q1 		$14.2M Buy
120,164
+34,953
+41% +$4.15M 0.01% 1258
2016
Q4 		$10.1M Buy
85,211
+25,240
+42% +$2.79M 0.01% 1515
2016
Q3 		$6.28M Buy
59,971
+8,680
+17% +$890K ﹤0.01% 1814
2016
Q2 		$4.98M Sell
51,291
-9,896
-16% -$942K ﹤0.01% 1948
2016
Q1 		$5.67M Sell
61,187
-40,311
-40% -$3.5M ﹤0.01% 1860
2015
Q4 		$9.34M Sell
101,498
-476,773
-82% -$45.3M 0.01% 1489
2015
Q3 		$52.1M Buy
578,271
+440,802
+321% +$42.3M 0.03% 463
2015
Q2 		$14M Buy
137,469
+70,262
+105% +$7.23M 0.01% 1310
2015
Q1 		$6.94M Buy
67,207
+3,442
+5% +$347K ﹤0.01% 1869
2014
Q4 		$6.48M Buy
63,765
+6,798
+12% +$666K ﹤0.01% 1881
2014
Q3 		$5.29M Sell
56,967
-401
-0.7% -$39.7K ﹤0.01% 1988
2014
Q2 		$5.9M Sell
57,368
-12,730
-18% -$1.27M ﹤0.01% 1967
2014
Q1 		$7.07M Sell
70,098
-4,357
-6% -$429K ﹤0.01% 1801
2013
Q4 		$7.41M Buy
74,455
+14,166
+23% +$1.35M ﹤0.01% 1717
2013
Q3 		$5.53M Buy
60,289
+13,927
+30% +$1.26M ﹤0.01% 1870
2013
Q2 		$3.98M Buy
+46,362
New +$3.93M ﹤0.01% 2011

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

Ameriprise's IWN Position: Q1 2026 in Review

Ameriprise increased its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q1 2026, buying an estimated $1.5M and bringing the position to 270,318 shares worth $51.4M. The position accounts for 0.01% of the portfolio, ranked #855.

Ameriprise first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $424M in Q3 2018. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Ameriprise held 270,318 shares of iShares Russell 2000 Value ETF worth $51.4M as of Q1 2026.
  • Ameriprise bought 7,770 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.5M.
  • iShares Russell 2000 Value ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #855 holding.
  • Ameriprise first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares Russell 2000 Value ETF position peaked at $424M in Q3 2018.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.