Caitlin John’s iShares Russell 2000 Value ETF IWN Stock Holding History

Caitlin John’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	$85.6K	Sell	387 -50	-11%	-$10.5K	0.05%	281
2026 Q1	$82.9K	Hold	437	–	–	0.05%	241
2025 Q4	$79.2K	Sell	437 -45	-9%	-$8.08K	0.05%	249
2025 Q3	$85.3K	Buy	+482	New	+$81.4K	0.06%	202
2025 Q1	–	Sell	-482	Closed	-$79.2K	–	464
2024 Q4	$79.2K	Hold	482	–	–	0.05%	190
2024 Q3	$84.9K	Hold	482	–	–	0.05%	190
2024 Q2	$73.5K	Hold	482	–	–	0.05%	201
2024 Q1	$76.6K	Sell	482 -4	-0.8%	-$606	0.06%	190
2023 Q4	$75.4K	Buy	+486	New	+$67.3K	0.06%	161

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 29.18% 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

Caitlin John's IWN Position: Q2 2026 in Review

Caitlin John reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, selling an estimated $10.5K and leaving 387 shares worth $85.6K. The position accounts for 0.05% of the portfolio, ranked #281.

Caitlin John first reported a position in IWN in Q4 2023 and has held it in 9 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Caitlin John held 387 shares of iShares Russell 2000 Value ETF worth $85.6K as of Q2 2026.
Caitlin John sold 50 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $10.5K.
iShares Russell 2000 Value ETF made up 0.05% of Caitlin John's portfolio in Q2 2026, its #281 holding.
Caitlin John first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 9 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.