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 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 $1.37T 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

Caitlin John's IWN Position: Q1 2026 in Review

Caitlin John held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 437 shares worth $82.9K. The position accounts for 0.05% of the portfolio, ranked #241.

Caitlin John first reported a position in IWN in Q4 2023 and has held it in 8 quarters since. The position peaked at $85.3K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Caitlin John held 437 shares of iShares Russell 2000 Value ETF worth $82.9K as of Q1 2026.
Caitlin John left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.05% of Caitlin John's portfolio in Q1 2026, its #241 holding.
Caitlin John first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Russell 2000 Value ETF position peaked at $85.3K in Q3 2025.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.