Bridges Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bridges Investment 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	$4.54M	Hold	20,507	–	–	0.06%	122
2026 Q1	$3.89M	Sell	20,507 -14,500	-41%	-$2.81M	0.05%	124
2025 Q4	$6.34M	Buy	35,007 +14,375	+70%	+$2.58M	0.08%	99
2025 Q3	$3.65M	Hold	20,632	–	–	0.05%	123
2025 Q2	$3.25M	Hold	20,632	–	–	0.04%	127
2025 Q1	$3.12M	Hold	20,632	–	–	0.04%	124
2024 Q4	$3.39M	Hold	20,632	–	–	0.05%	124
2024 Q3	$3.44M	Hold	20,632	–	–	0.05%	121
2024 Q2	$3.14M	Buy	20,632 +3,935	+24%	+$602K	0.05%	120
2024 Q1	$2.65M	Sell	16,697 -1,939	-10%	-$294K	0.08%	99
2023 Q4	$2.89M	Hold	18,636	–	–	0.1%	92
2023 Q3	$2.53M	Sell	18,636 -3,025	-14%	-$434K	0.09%	95
2023 Q2	$3.05M	Sell	21,661 -628	-3%	-$84.9K	0.1%	90
2023 Q1	$3.05M	Hold	22,289	–	–	0.11%	88
2022 Q4	$3.09M	Hold	22,289	–	–	0.11%	92
2022 Q3	$2.87M	Hold	22,289	–	–	0.11%	94
2022 Q2	$3.04M	Hold	22,289	–	–	0.11%	96
2022 Q1	$3.6M	Hold	22,289	–	–	0.11%	95
2021 Q4	$3.7M	Sell	22,289 -61,966	-74%	-$10.3M	0.11%	98
2021 Q3	$13.5M	Hold	84,255	–	–	0.42%	53
2021 Q2	$14M	Hold	84,255	–	–	0.42%	55
2021 Q1	$13.4M	Sell	84,255 -30,148	-26%	-$4.56M	0.39%	57
2020 Q4	$15.1M	Hold	114,403	–	–	0.46%	51
2020 Q3	$11.4M	Sell	114,403 -1,375	-1%	-$140K	0.38%	58
2020 Q2	$11.3M	Sell	115,778 -200	-0.2%	-$18.2K	0.41%	59
2020 Q1	$9.51M	Sell	115,978 -4,991	-4%	-$560K	0.43%	57
2019 Q4	$15.6M	Buy	120,969 +1,125	+0.9%	+$139K	0.58%	44
2019 Q3	$14.3M	Hold	119,844	–	–	0.55%	46
2019 Q2	$14.4M	Buy	119,844 +5,775	+5%	+$698K	0.55%	43
2019 Q1	$13.7M	Buy	114,069 +4,865	+4%	+$581K	0.56%	40
2018 Q4	$11.7M	Buy	109,204 +58,827	+117%	+$7.08M	0.55%	43
2018 Q3	$6.7M	Buy	50,377 +5,582	+12%	+$752K	0.33%	72
2018 Q2	$5.91M	Buy	44,795 +22,490	+101%	+$2.9M	0.27%	74
2018 Q1	$2.72M	Buy	+22,305	New	+$2.79M	0.13%	110

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

Bridges Investment Management's IWN Position: Q2 2026 in Review

Bridges Investment Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 20,507 shares worth $4.54M. The position accounts for 0.06% of the portfolio, ranked #122.

Bridges Investment Management first reported a position in IWN in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.6M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Bridges Investment Management held 20,507 shares of iShares Russell 2000 Value ETF worth $4.54M as of Q2 2026.
Bridges Investment Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.06% of Bridges Investment Management's portfolio in Q2 2026, its #122 holding.
Bridges Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 34 quarters since.
Bridges Investment Management's iShares Russell 2000 Value ETF position peaked at $15.6M in Q4 2019.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.