Belvedere Trading’s iShares Russell 2000 Value ETF IWN Stock Holding History

Belvedere Trading’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
2023 Q4	–	Sell	-20,100	Closed	-$2.72M	–	905
2023 Q3	$2.72M	Sell	20,100 -100	-0.5%	-$14.3K	﹤0.01%	45
2023 Q2	$2.84M	Buy	+20,200	New	+$2.73M	0.01%	39
2022 Q2	–	Sell	-400	Closed	-$64K	–	467
2022 Q1	$64K	Buy	+400	New	+$63.8K	﹤0.01%	373

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Belvedere Trading's IWN Position: Q1 2026 in Review

Belvedere Trading opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 519 shares worth $98.4K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Belvedere Trading held 519 shares of iShares Russell 2000 Value ETF worth $98.4K as of Q1 2026.
iShares Russell 2000 Value ETF was a new Belvedere Trading position in Q1 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #516 holding.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.