Becker Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Becker Capital 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 Q2	$1.09M	Hold	4,925	–	–	0.03%	173
2026 Q1	$934K	Sell	4,925 -101	-2%	-$19.6K	0.03%	174
2025 Q4	$911K	Sell	5,026 -102	-2%	-$18.3K	0.03%	190
2025 Q3	$907K	Sell	5,128 -93	-2%	-$15.7K	0.03%	183
2025 Q2	$824K	Sell	5,221 -36	-0.7%	-$5.36K	0.03%	185
2025 Q1	$794K	Sell	5,257 -729	-12%	-$118K	0.03%	182
2024 Q4	$983K	Sell	5,986 -691	-10%	-$118K	0.03%	166
2024 Q3	$1.11M	Buy	6,677 +546	+9%	+$88.7K	0.04%	162
2024 Q2	$934K	Hold	6,131	–	–	0.03%	163
2024 Q1	$974K	Sell	6,131 -175	-3%	-$26.5K	0.03%	164
2023 Q4	$980K	Sell	6,306 -680	-10%	-$94.2K	0.04%	162
2023 Q3	$953K	Sell	6,986 -536	-7%	-$76.9K	0.04%	157
2023 Q2	$1.06M	Sell	7,522 -475	-6%	-$64.2K	0.04%	156
2023 Q1	$1.1M	Buy	+7,997	New	+$1.16M	0.04%	155

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

Becker Capital Management's IWN Position: Q2 2026 in Review

Becker Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4,925 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #173.

Becker Capital Management first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Becker Capital Management held 4,925 shares of iShares Russell 2000 Value ETF worth $1.09M as of Q2 2026.
Becker Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of Becker Capital Management's portfolio in Q2 2026, its #173 holding.
Becker Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's iShares Russell 2000 Value ETF position peaked at $1.11M in Q3 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.