Anchor Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Anchor Capital Advisors’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	$1.54M	Buy	6,961 +1,340	+24%	+$281K	0.04%	151
2026 Q1	$1.07M	Sell	5,621 -1,121	-17%	-$217K	0.03%	159
2025 Q4	$1.22M	Buy	6,742 +965	+17%	+$173K	0.04%	159
2025 Q3	$1.02M	Sell	5,777 -1,711	-23%	-$289K	0.03%	172
2025 Q2	$1.18M	Buy	7,488 +1,130	+18%	+$168K	0.03%	164
2025 Q1	$960K	Sell	6,358 -85	-1%	-$13.7K	0.03%	175
2024 Q4	$1.06M	Sell	6,443 -674	-9%	-$115K	0.03%	179
2024 Q3	$1.19M	Sell	7,117 -110	-2%	-$17.9K	0.03%	171
2024 Q2	$1.1M	Sell	7,227 -50	-0.7%	-$7.65K	0.03%	169
2024 Q1	$1.16M	Sell	7,277 -2,122	-23%	-$321K	0.03%	168
2023 Q4	$1.46M	Sell	9,399 -7,811	-45%	-$1.08M	0.04%	147
2023 Q3	$2.33M	Buy	17,210 +8,754	+104%	+$1.26M	0.07%	123
2023 Q2	$1.19M	Buy	8,456 +1,152	+16%	+$156K	0.03%	156
2023 Q1	$1M	Sell	7,304 -4,650	-39%	-$674K	0.03%	165
2022 Q4	$1.66M	Sell	11,954 -4,065	-25%	-$574K	0.04%	140
2022 Q3	$2.06M	Buy	16,019 +7,856	+96%	+$1.14M	0.06%	134
2022 Q2	$1.11M	Buy	8,163 +973	+14%	+$145K	0.03%	170
2022 Q1	$1.16M	Buy	7,190 +10	+0.1%	+$1.59K	0.02%	178
2021 Q4	$1.19M	Sell	7,180 -155	-2%	-$25.8K	0.02%	170
2021 Q3	$1.18M	Buy	7,335 +70	+1%	+$11.2K	0.02%	171
2021 Q2	$1.2M	Buy	7,265 +109	+2%	+$18K	0.02%	174
2021 Q1	$1.14M	Buy	7,156 +790	+12%	+$119K	0.02%	177
2020 Q4	$839K	Buy	6,366 +92	+1%	+$10.9K	0.02%	187
2020 Q3	$623K	Sell	6,274 -470	-7%	-$47.7K	0.02%	186
2020 Q2	$657K	Sell	6,744 -4,066	-38%	-$370K	0.02%	181
2020 Q1	$887K	Sell	10,810 -2,885	-21%	-$324K	0.03%	155
2019 Q4	$1.76M	Sell	13,695 -772	-5%	-$95.5K	0.04%	139
2019 Q3	$1.73M	Sell	14,467 -115	-0.8%	-$13.6K	0.06%	134
2019 Q2	$1.76M	Buy	14,582 +1,370	+10%	+$165K	0.06%	133
2019 Q1	$1.58K	Sell	13,212 -7,916	-37%	-$946K	0.03%	137
2018 Q4	$2.27M	Buy	21,128 +14,652	+226%	+$1.76M	0.09%	114
2018 Q3	$861K	Buy	6,476 +625	+11%	+$84.2K	0.03%	181
2018 Q2	$772K	Buy	+5,851	New	+$754K	0.03%	195
2018 Q1	–	Sell	-1,976	Closed	-$248K	–	308
2017 Q4	$248K	Buy	+1,976	New	+$247K	0.01%	254
2017 Q1	–	Sell	-2,106	Closed	-$250K	–	284
2016 Q4	$250K	Buy	+2,106	New	+$233K	0.01%	256
2016 Q1	–	Sell	-2,217	Closed	-$204K	–	288
2015 Q4	$204K	Buy	+2,217	New	+$210K	0.01%	284

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

Anchor Capital Advisors's IWN Position: Q2 2026 in Review

Anchor Capital Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 24% in Q2 2026, buying an estimated $281K and bringing the position to 6,961 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #151.

Anchor Capital Advisors first reported a position in IWN in Q4 2015 and has held it in 36 quarters since. The position peaked at $2.33M in Q3 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Anchor Capital Advisors held 6,961 shares of iShares Russell 2000 Value ETF worth $1.54M as of Q2 2026.
Anchor Capital Advisors bought 1,340 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $281K.
iShares Russell 2000 Value ETF made up 0.04% of Anchor Capital Advisors's portfolio in Q2 2026, its #151 holding.
Anchor Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 36 quarters since.
Anchor Capital Advisors's iShares Russell 2000 Value ETF position peaked at $2.33M in Q3 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.