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
2024 Q1	–	Sell	-100,000	Closed	-$15.5M	–	7958
2023 Q4	$15.5M	Hold	100,000	–	–	﹤0.01%	2409
2023 Q3	$13.6M	Hold	100,000	–	–	﹤0.01%	2420
2023 Q2	$14.1M	Hold	100,000	–	–	﹤0.01%	2366
2023 Q1	$13.7M	Hold	100,000	–	–	﹤0.01%	2511
2022 Q4	$13.9M	Hold	100,000	–	–	﹤0.01%	2365
2022 Q3	$12.9M	Hold	100,000	–	–	﹤0.01%	2353
2022 Q2	$13.6M	Hold	100,000	–	–	﹤0.01%	2370
2022 Q1	$16.1M	Buy	+100,000	New	+$15.9M	﹤0.01%	2366
2021 Q1	–	Sell	-200,000	Closed	-$26.4M	–	7586
2020 Q4	$26.4M	Hold	200,000	–	–	﹤0.01%	1644
2020 Q3	$19.9M	Buy	+200,000	New	+$20.3M	﹤0.01%	1710
2016 Q2	–	Sell	-200	Closed	-$19K	–	7239
2016 Q1	$19K	Sell	200 -800	-80%	-$69.4K	﹤0.01%	6155
2015 Q4	$92K	Buy	+1,000	New	+$94.9K	﹤0.01%	5764

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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.