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BHK Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

BHK Investment Advisors’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 		$2.46M Buy
12,968
+76
+0.6% +$14.7K 0.82% 17
2025
Q4 		$2.34M Buy
12,892
+852
+7% +$153K 0.77% 19
2025
Q3 		$2.13M Buy
12,040
+3
+0% +$506 0.8% 18
2025
Q2 		$1.9M Buy
12,037
+237
+2% +$35.3K 0.74% 18
2025
Q1 		$1.78M Sell
11,800
-198
-2% -$32K 0.75% 18
2024
Q4 		$1.97M Sell
11,998
-197
-2% -$33.6K 0.74% 18
2024
Q3 		$2.03M Buy
12,195
+3
+0% +$487 0.76% 18
2024
Q2 		$1.86M Sell
12,192
-47
-0.4% -$7.19K 0.73% 18
2024
Q1 		$1.94M Buy
12,239
+3,702
+43% +$561K 0.75% 18
2023
Q4 		$1.33M Sell
8,537
-1,612
-16% -$223K 0.76% 16
2023
Q3 		$1.38M Sell
10,149
-3,050
-23% -$437K 0.63% 18
2023
Q2 		$1.86M Sell
13,199
-373
-3% -$50.4K 0.8% 17
2023
Q1 		$1.86M Buy
13,572
+2,379
+21% +$345K 0.81% 17
2022
Q4 		$1.55M Sell
11,193
-2,046
-15% -$289K 0.87% 17
2022
Q3 		$1.71M Sell
13,239
-396
-3% -$57.2K 0.86% 17
2022
Q2 		$1.86M Buy
13,635
+1,902
+16% +$283K 0.83% 17
2022
Q1 		$1.89M Buy
11,733
+32
+0.3% +$5.1K 0.79% 16
2021
Q4 		$1.94M Buy
11,701
+25
+0.2% +$4.17K 0.77% 16
2021
Q3 		$1.87M Buy
11,676
+253
+2% +$40.6K 0.77% 16
2021
Q2 		$1.89M Buy
11,423
+236
+2% +$38.9K 0.77% 16
2021
Q1 		$1.47M Hold
11,187
– – 0.68% 18
2020
Q4 		$1.47M Buy
11,187
+2,377
+27% +$281K 0.69% 18
2020
Q3 		$875K Buy
8,810
+1,729
+24% +$176K 0.49% 26
2020
Q2 		$690K Buy
7,081
+202
+3% +$18.4K 0.41% 27
2020
Q1 		$564K Sell
6,879
-98
-1% -$11K 0.4% 26
2019
Q4 		$897K Buy
6,977
+128
+2% +$15.8K 0.51% 25
2019
Q3 		$818K Buy
6,849
+1
+0% +$118 0.47% 35
2019
Q2 		$825K Buy
6,848
+2
+0% +$242 0.47% 35
2019
Q1 		$821K Sell
6,846
-486
-7% -$58.1K 0.5% 34
2018
Q4 		$788K Buy
7,332
+553
+8% +$66.5K 0.59% 26
2018
Q3 		$902K Buy
6,779
+167
+3% +$22.5K 0.61% 25
2018
Q2 		$872K Buy
6,612
+1,589
+32% +$205K 0.61% 24
2018
Q1 		$612K Buy
5,023
+1,739
+53% +$218K 0.45% 27
2017
Q4 		$413K Buy
+3,284
New +$410K 0.35% 34

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BHK Investment Advisors's IWN Position: Q1 2026 in Review

BHK Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.59% in Q1 2026, buying an estimated $14.7K and bringing the position to 12,968 shares worth $2.46M. The position accounts for 0.82% of the portfolio, ranked #17.

BHK Investment Advisors first reported a position in IWN in Q4 2017 and has held it in 34 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • BHK Investment Advisors held 12,968 shares of iShares Russell 2000 Value ETF worth $2.46M as of Q1 2026.
  • BHK Investment Advisors bought 76 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Russell 2000 Value ETF made up 0.82% of BHK Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • BHK Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.