AGWCA
IWN icon

Annis Gardner Whiting Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Annis Gardner Whiting 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
2025
Q4 		– Sell
-9
Closed -$1.6K – 1278
2025
Q3 		$1.6K Buy
+9
New +$1.52K ﹤0.01% 915

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IWN Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 9 shares — an estimated $1.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IWN in Q3 2025 and held it in 1 quarter. The position peaked at $1.6K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 9 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $1.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares Russell 2000 Value ETF position peaked at $1.6K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.