Bank of America
IWN icon

Bank of America’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bank of America’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 		$1.37B Buy
6,186,337
+62,699
+1% +$13.1M 0.09% 211
2026
Q1 		$1.16B Sell
6,123,638
-1,753,511
-22% -$339M 0.08% 226
2025
Q4 		$1.43B Buy
7,877,149
+1,168,011
+17% +$210M 0.1% 191
2025
Q3 		$1.19B Sell
6,709,138
-44,692
-0.7% -$7.54M 0.08% 238
2025
Q2 		$1.07B Buy
6,753,830
+422,172
+7% +$62.9M 0.08% 242
2025
Q1 		$956M Sell
6,331,658
-385,562
-6% -$62.3M 0.08% 250
2024
Q4 		$1.1B Buy
6,717,220
+399,082
+6% +$68.1M 0.09% 221
2024
Q3 		$1.05B Sell
6,318,138
-347,829
-5% -$56.5M 0.08% 235
2024
Q2 		$1.02B Buy
6,665,967
+421,747
+7% +$64.5M 0.09% 231
2024
Q1 		$992M Buy
6,244,220
+407,961
+7% +$61.8M 0.09% 233
2023
Q4 		$907M Buy
5,836,259
+363,142
+7% +$50.3M 0.09% 228
2023
Q3 		$742M Buy
5,473,117
+29,820
+0.5% +$4.28M 0.08% 241
2023
Q2 		$766M Sell
5,443,297
-9,919
-0.2% -$1.34M 0.08% 243
2023
Q1 		$747M Sell
5,453,216
-759,633
-12% -$110M 0.08% 251
2022
Q4 		$862M Sell
6,212,849
-10,714
-0.2% -$1.51M 0.1% 213
2022
Q3 		$802M Sell
6,223,563
-277,782
-4% -$40.2M 0.1% 206
2022
Q2 		$885M Sell
6,501,345
-102,118
-2% -$15.2M 0.1% 197
2022
Q1 		$1.07B Buy
6,603,463
+85,252
+1% +$13.6M 0.1% 188
2021
Q4 		$1.08B Sell
6,518,211
-1,710,304
-21% -$285M 0.11% 187
2021
Q3 		$1.32B Buy
8,228,515
+588,547
+8% +$94.6M 0.14% 149
2021
Q2 		$1.27B Buy
7,639,968
+335,257
+5% +$55.3M 0.13% 154
2021
Q1 		$1.16B Buy
7,304,711
+2,848,954
+64% +$431M 0.13% 153
2020
Q4 		$587M Buy
4,455,757
+1,023,074
+30% +$121M 0.08% 244
2020
Q3 		$341M Buy
3,432,683
+390,074
+13% +$39.6M 0.05% 344
2020
Q2 		$297M Sell
3,042,609
-312,536
-9% -$28.4M 0.05% 351
2020
Q1 		$275M Sell
3,355,145
-638,953
-16% -$71.7M 0.05% 330
2019
Q4 		$514M Buy
3,994,098
+494,468
+14% +$61.1M 0.07% 262
2019
Q3 		$418M Buy
3,499,630
+148,369
+4% +$17.5M 0.06% 296
2019
Q2 		$404M Sell
3,351,261
-21,408
-0.6% -$2.59M 0.06% 304
2019
Q1 		$404M Sell
3,372,669
-1,386,363
-29% -$166M 0.06% 289
2018
Q4 		$512M Buy
4,759,032
+1,380,168
+41% +$166M 0.09% 231
2018
Q3 		$449M Sell
3,378,864
-225,551
-6% -$30.4M 0.07% 281
2018
Q2 		$475M Buy
3,604,415
+86,053
+2% +$11.1M 0.08% 255
2018
Q1 		$429M Buy
3,518,362
+50,753
+1% +$6.36M 0.07% 270
2017
Q4 		$436M Buy
3,467,609
+394,187
+13% +$49.3M 0.07% 267
2017
Q3 		$381M Sell
3,073,422
-93,238
-3% -$11M 0.06% 303
2017
Q2 		$376M Buy
3,166,660
+158,432
+5% +$18.6M 0.07% 270
2017
Q1 		$355M Buy
3,008,228
+285,196
+10% +$33.8M 0.07% 279
2016
Q4 		$324M Buy
2,723,032
+614,549
+29% +$67.9M 0.07% 286
2016
Q3 		$221M Buy
2,108,483
+34,846
+2% +$3.57M 0.05% 369
2016
Q2 		$202M Sell
2,073,637
-240,325
-10% -$22.9M 0.05% 380
2016
Q1 		$216M Sell
2,313,962
-852,211
-27% -$74M 0.05% 361
2015
Q4 		$291M Buy
3,166,173
+618,085
+24% +$58.7M 0.07% 306
2015
Q3 		$230M Buy
2,548,088
+224,047
+10% +$21.5M 0.06% 343
2015
Q2 		$237M Sell
2,324,041
-24,411
-1% -$2.51M 0.08% 285
2015
Q1 		$242M Buy
2,348,452
+21,908
+0.9% +$2.21M 0.08% 270
2014
Q4 		$237M Buy
2,326,544
+122,667
+6% +$12M 0.08% 273
2014
Q3 		$206M Sell
2,203,877
-58,945
-3% -$5.83M 0.07% 313
2014
Q2 		$234M Buy
2,262,822
+121,941
+6% +$12.1M 0.07% 280
2014
Q1 		$216M Sell
2,140,881
-1,617,309
-43% -$159M 0.08% 261
2013
Q4 		$374M Buy
3,758,190
+187,448
+5% +$17.9M 0.13% 170
2013
Q3 		$327M Buy
3,570,742
+220,070
+7% +$19.8M 0.13% 170
2013
Q2 		$288M Buy
+3,350,672
New +$284M 0.12% 166

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America's IWN Position: Q2 2026 in Review

Bank of America increased its iShares Russell 2000 Value ETF (IWN) stake by 1% in Q2 2026, buying an estimated $13.1M and bringing the position to 6,186,337 shares worth $1.37B. The position accounts for 0.09% of the portfolio, ranked #211.

Bank of America first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.43B in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Bank of America held 6,186,337 shares of iShares Russell 2000 Value ETF worth $1.37B as of Q2 2026.
  • Bank of America bought 62,699 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $13.1M.
  • iShares Russell 2000 Value ETF made up 0.09% of Bank of America's portfolio in Q2 2026, its #211 holding.
  • Bank of America first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's iShares Russell 2000 Value ETF position peaked at $1.43B in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.