Ariel Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ariel Investments’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	$17M	Buy	76,697 +11,242	+17%	+$2.35M	0.17%	76
2026 Q1	$12.4M	Buy	65,455 +32,136	+96%	+$6.22M	0.14%	75
2025 Q4	$6.04M	Sell	33,319 -11,646	-26%	-$2.09M	0.07%	88
2025 Q3	$7.95M	Buy	44,965 +23,498	+109%	+$3.97M	0.09%	85
2025 Q2	$3.39M	Sell	21,467 -19,150	-47%	-$2.85M	0.04%	94
2025 Q1	$6.13M	Sell	40,617 -5,787	-12%	-$935K	0.07%	86
2024 Q4	$7.62M	Buy	46,404 +31,131	+204%	+$5.31M	0.08%	90
2024 Q3	$2.55M	Buy	15,273 +8,974	+142%	+$1.46M	0.03%	99
2024 Q2	$959K	Sell	6,299 -34,741	-85%	-$5.31M	0.01%	106
2024 Q1	$6.52M	Sell	41,040 -4,307	-9%	-$652K	0.06%	94
2023 Q4	$7.04M	Buy	45,347 +19,696	+77%	+$2.73M	0.07%	87
2023 Q3	$3.48M	Buy	25,651 +3,692	+17%	+$529K	0.04%	97
2023 Q2	$3.09M	Sell	21,959 -5,478	-20%	-$741K	0.03%	104
2023 Q1	$3.76M	Buy	27,437 +472	+2%	+$68.4K	0.04%	100
2022 Q4	$3.74M	Buy	26,965 +8,588	+47%	+$1.21M	0.04%	99
2022 Q3	$2.37M	Buy	18,377 +8,124	+79%	+$1.17M	0.03%	100
2022 Q2	$1.4M	Sell	10,253 -108,243	-91%	-$16.1M	0.01%	101
2022 Q1	$19.1M	Buy	118,496 +79,347	+203%	+$12.7M	0.17%	79
2021 Q4	$6.5M	Sell	39,149 -1,906	-5%	-$318K	0.05%	97
2021 Q3	$6.58M	Sell	41,055 -78,511	-66%	-$12.6M	0.06%	96
2021 Q2	$19.8M	Sell	119,566 -46,855	-28%	-$7.73M	0.19%	82
2021 Q1	$26.5M	Sell	166,421 -34,796	-17%	-$5.26M	0.26%	79
2020 Q4	$26.5M	Buy	201,217 +116,707	+138%	+$13.8M	0.3%	73
2020 Q3	$8.39M	Buy	84,510 +33,856	+67%	+$3.44M	0.12%	92
2020 Q2	$4.94M	Sell	50,654 -59,146	-54%	-$5.38M	0.08%	104
2020 Q1	$9.01M	Sell	109,800 -19,575	-15%	-$2.2M	0.16%	84
2019 Q4	$16.6M	Buy	129,375 +46,330	+56%	+$5.73M	0.21%	83
2019 Q3	$9.92M	Buy	83,045 +35,245	+74%	+$4.16M	0.13%	92
2019 Q2	$5.76M	Buy	+47,800	New	+$5.77M	0.07%	126
2019 Q1	–	Sell	-18,873	Closed	-$2.03M	–	156
2018 Q4	$2.03M	Buy	+18,873	New	+$2.27M	0.03%	142
2018 Q1	–	Sell	-47,818	Closed	-$6.01M	–	174
2017 Q4	$6.01M	Buy	+47,818	New	+$5.98M	0.07%	135
2017 Q1	–	Sell	-71,494	Closed	-$8.5M	–	194
2016 Q4	$8.5M	Buy	+71,494	New	+$7.9M	0.1%	119
2016 Q1	–	Sell	-31,406	Closed	-$2.89M	–	201
2015 Q4	$2.89M	Buy	+31,406	New	+$2.98M	0.03%	163
2015 Q1	–	Sell	-154,683	Closed	-$15.7M	–	189
2014 Q4	$15.7M	Buy	+154,683	New	+$15.2M	0.18%	102

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

Ariel Investments's IWN Position: Q2 2026 in Review

Ariel Investments increased its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q2 2026, buying an estimated $2.35M and bringing the position to 76,697 shares worth $17M. The position accounts for 0.17% of the portfolio, ranked #76.

Ariel Investments first reported a position in IWN in Q4 2014 and has held it in 34 quarters since. The position peaked at $26.5M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Ariel Investments held 76,697 shares of iShares Russell 2000 Value ETF worth $17M as of Q2 2026.
Ariel Investments bought 11,242 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.35M.
iShares Russell 2000 Value ETF made up 0.17% of Ariel Investments's portfolio in Q2 2026, its #76 holding.
Ariel Investments first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 34 quarters since.
Ariel Investments's iShares Russell 2000 Value ETF position peaked at $26.5M in Q1 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.