Bank of America
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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
2021
Q1 		– Sell
-200,000
Closed -$26.4M – 7585
2020
Q4 		$26.4M Hold
200,000
– – ﹤0.01% 1643
2020
Q3 		$19.9M Buy
+200,000
New +$20.3M ﹤0.01% 1709

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $202B AUM 37.79% 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 $530B AUM 22.01% 1-Year Est. Return

Bank of America's IWN Position: Q1 2026 in Review

Bank of America reduced its iShares Russell 2000 Value ETF (IWN) stake by 22% in Q1 2026, selling an estimated $339M and leaving 6,123,638 shares worth $1.16B. The position accounts for 0.08% of the portfolio, ranked #226.

Bank of America first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43B in Q4 2025. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Bank of America held 6,123,638 shares of iShares Russell 2000 Value ETF worth $1.16B as of Q1 2026.
  • Bank of America sold 1,753,511 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $339M.
  • iShares Russell 2000 Value ETF made up 0.08% of Bank of America's portfolio in Q1 2026, its #226 holding.
  • Bank of America first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Russell 2000 Value ETF position peaked at $1.43B in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.