Bessemer Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bessemer Group’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 Q1	$300K	Sell	1,583 -2,411	-60%	-$467K	﹤0.01%	1291
2025 Q4	$724K	Sell	3,994 -31	-0.8%	-$5.57K	﹤0.01%	1039
2025 Q3	$712K	Buy	4,025 +2,917	+263%	+$492K	﹤0.01%	741
2025 Q2	$175K	Sell	1,108 -24	-2%	-$3.57K	﹤0.01%	1110
2025 Q1	$172K	Sell	1,132 -403	-26%	-$65.1K	﹤0.01%	1100
2024 Q4	$252K	Buy	1,535 +517	+51%	+$88.2K	﹤0.01%	1029
2024 Q3	$170K	Sell	1,018 -64	-6%	-$10.4K	﹤0.01%	1154
2024 Q2	$165K	Sell	1,082 -2	-0.2%	-$306	﹤0.01%	1049
2024 Q1	$172K	Sell	1,084 -772	-42%	-$117K	﹤0.01%	1048
2023 Q4	$288K	Hold	1,856	–	–	﹤0.01%	957
2023 Q3	$252K	Buy	1,856 +2	+0.1%	+$287	﹤0.01%	975
2023 Q2	$261K	Sell	1,854 -2,000	-52%	-$270K	﹤0.01%	972
2023 Q1	$528K	Sell	3,854 -761	-16%	-$110K	﹤0.01%	714
2022 Q4	$640K	Sell	4,615 -2,214	-32%	-$313K	﹤0.01%	673
2022 Q3	$880K	Buy	6,829 +3,702	+118%	+$535K	﹤0.01%	610
2022 Q2	$426K	Sell	3,127 -358,908	-99%	-$53.4M	﹤0.01%	741
2022 Q1	$58.4M	Buy	362,035 +358,953	+11,647%	+$57.2M	0.12%	169
2021 Q4	$512K	Hold	3,082	–	–	﹤0.01%	623
2021 Q3	$494K	Sell	3,082 -1,560	-34%	-$251K	﹤0.01%	572
2021 Q2	$769K	Sell	4,642 -1,300	-22%	-$214K	﹤0.01%	473
2021 Q1	$947K	Buy	5,942 +2,860	+93%	+$432K	﹤0.01%	411
2020 Q4	$406K	Hold	3,082	–	–	﹤0.01%	580
2020 Q3	$306K	Sell	3,082 -953	-24%	-$96.8K	﹤0.01%	625
2020 Q2	$393K	Buy	4,035 +893	+28%	+$81.2K	﹤0.01%	1025
2020 Q1	$258K	Hold	3,142	–	–	﹤0.01%	930
2019 Q4	$404K	Hold	3,142	–	–	﹤0.01%	949
2019 Q3	$375K	Buy	3,142 +1,010	+47%	+$119K	﹤0.01%	941
2019 Q2	$257K	Sell	2,132 -70	-3%	-$8.46K	﹤0.01%	1033
2019 Q1	$264K	Hold	2,202	–	–	﹤0.01%	940
2018 Q4	$237K	Sell	2,202 -1,060	-32%	-$128K	﹤0.01%	943
2018 Q3	$434K	Hold	3,262	–	–	﹤0.01%	800
2018 Q2	$431K	Sell	3,262 -10,673	-77%	-$1.38M	﹤0.01%	810
2018 Q1	$1.7M	Buy	13,935 +8,007	+135%	+$1M	0.01%	451
2017 Q4	$745K	Hold	5,928	–	–	﹤0.01%	688
2017 Q3	$736K	Hold	5,928	–	–	﹤0.01%	734
2017 Q2	$704K	Sell	5,928 -1,696	-22%	-$199K	﹤0.01%	773
2017 Q1	$901K	Sell	7,624 -152	-2%	-$18K	﹤0.01%	739
2016 Q4	$925K	Buy	7,776 +5,030	+183%	+$556K	﹤0.01%	730
2016 Q3	$288K	Sell	2,746 -280	-9%	-$28.7K	﹤0.01%	906
2016 Q2	$294K	Buy	3,026 +488	+19%	+$46.5K	﹤0.01%	612
2016 Q1	$237K	Sell	2,538 -383	-13%	-$33.2K	﹤0.01%	655
2015 Q4	$268K	Sell	2,921 -64	-2%	-$6.08K	﹤0.01%	703
2015 Q3	$269K	Buy	+2,985	New	+$287K	﹤0.01%	723
2015 Q1	–	Sell	-320	Closed	-$33K	–	1527
2014 Q4	$33K	Hold	320	–	–	﹤0.01%	1017
2014 Q3	$30K	Sell	320 -2,800	-90%	-$277K	﹤0.01%	962
2014 Q2	$322K	Hold	3,120	–	–	﹤0.01%	625
2014 Q1	$315K	Sell	3,120 -600	-16%	-$59.1K	﹤0.01%	602
2013 Q4	$370K	Buy	3,720 +600	+19%	+$57.3K	﹤0.01%	585
2013 Q3	$286K	Hold	3,120	–	–	﹤0.01%	617
2013 Q2	$268K	Buy	+3,120	New	+$264K	﹤0.01%	540

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 $16.5B AUM 19.94% 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

Bessemer Group's IWN Position: Q1 2026 in Review

Bessemer Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 60% in Q1 2026, selling an estimated $467K and leaving 1,583 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Bessemer Group first reported a position in IWN in Q2 2013 and has held it in 50 quarters since. The position peaked at $58.4M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Bessemer Group held 1,583 shares of iShares Russell 2000 Value ETF worth $300K as of Q1 2026.
Bessemer Group sold 2,411 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $467K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1291 holding.
Bessemer Group first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 50 quarters since.
Bessemer Group's iShares Russell 2000 Value ETF position peaked at $58.4M in Q1 2022.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.