Callan Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History

Callan Family Office’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	–	Sell	-16,059	Closed	-$2.91M	–	1157
2025 Q4	$2.91M	Buy	+16,059	New	+$2.88M	0.06%	271
2023 Q2	–	Sell	-2,752	Closed	-$377K	–	135
2023 Q1	$377K	Hold	2,752	–	–	0.09%	116
2022 Q4	$382K	Buy	+2,752	New	+$389K	0.12%	69

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Callan Family Office's IWN Position: Q1 2026 in Review

Callan Family Office sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 16,059 shares — an estimated $2.91M sold.

Callan Family Office first reported a position in IWN in Q4 2022 and held it in 3 quarters. The position peaked at $2.91M in Q4 2025. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Callan Family Office reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 16,059 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.91M.
Callan Family Office first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 3 quarters.
Callan Family Office's iShares Russell 2000 Value ETF position peaked at $2.91M in Q4 2025.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.