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Athena Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Athena Investment Management’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 		$251K Hold
1,325
– – 0.13% 136
2025
Q4 		$240K Hold
1,325
– – 0.12% 138
2025
Q3 		$234K Hold
1,325
– – 0.12% 141
2025
Q2 		$209K Hold
1,325
– – 0.12% 148
2025
Q1 		$200K Hold
1,325
– – 0.12% 144
2024
Q4 		$218K Hold
1,325
– – 0.13% 144
2024
Q3 		$221K Hold
1,325
– – 0.13% 141
2024
Q2 		$202K Hold
1,325
– – 0.12% 145
2024
Q1 		$210K Hold
1,325
– – 0.13% 146
2023
Q4 		$206K Buy
+1,325
New +$184K 0.13% 137

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 $18.1B AUM 24.63% 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

Athena Investment Management's IWN Position: Q1 2026 in Review

Athena Investment Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,325 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #136.

Athena Investment Management first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Athena Investment Management held 1,325 shares of iShares Russell 2000 Value ETF worth $251K as of Q1 2026.
  • Athena Investment Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up 0.13% of Athena Investment Management's portfolio in Q1 2026, its #136 holding.
  • Athena Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.