Cambridge Investment Research Advisors
IWN icon

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

Cambridge Investment Research 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
Q2 		$5.86M Buy
26,496
+1,683
+7% +$352K 0.01% 943
2026
Q1 		$4.7M Sell
24,813
-397
-2% -$76.8K 0.01% 1001
2025
Q4 		$4.57M Buy
25,210
+1,288
+5% +$231K 0.01% 981
2025
Q3 		$4.23M Buy
23,922
+287
+1% +$48.5K 0.01% 1008
2025
Q2 		$3.73M Sell
23,635
-2,349
-9% -$350K 0.01% 1021
2025
Q1 		$3.92M Sell
25,984
-2,741
-10% -$443K 0.01% 921
2024
Q4 		$4.72M Sell
28,725
-899
-3% -$153K 0.02% 839
2024
Q3 		$4.94M Sell
29,624
-1,110
-4% -$180K 0.02% 801
2024
Q2 		$4.68M Sell
30,734
-256
-0.8% -$39.2K 0.02% 792
2024
Q1 		$4.92M Sell
30,990
-315
-1% -$47.7K 0.02% 753
2023
Q4 		$4.86M Buy
31,305
+680
+2% +$94.2K 0.02% 720
2023
Q3 		$4.15M Sell
30,625
-37,303
-55% -$5.35M 0.02% 749
2023
Q2 		$9.56M Sell
67,928
-6,715
-9% -$908K 0.04% 397
2023
Q1 		$10.2M Buy
74,643
+208
+0.3% +$30.1K 0.05% 367
2022
Q4 		$10.3M Buy
74,435
+18,131
+32% +$2.56M 0.05% 351
2022
Q3 		$7.26M Buy
56,304
+415
+0.7% +$60K 0.04% 416
2022
Q2 		$7.61M Sell
55,889
-4,000
-7% -$595K 0.04% 417
2022
Q1 		$9.67M Buy
59,889
+1,518
+3% +$242K 0.04% 385
2021
Q4 		$9.69M Sell
58,371
-41,056
-41% -$6.84M 0.04% 390
2021
Q3 		$15.9M Sell
99,427
-25,907
-21% -$4.16M 0.08% 249
2021
Q2 		$20.8M Buy
125,334
+21,805
+21% +$3.6M 0.1% 207
2021
Q1 		$16.5M Buy
103,529
+38,528
+59% +$5.82M 0.09% 225
2020
Q4 		$8.56M Buy
65,001
+7,143
+12% +$843K 0.05% 343
2020
Q3 		$5.75M Sell
57,858
-14,710
-20% -$1.49M 0.04% 419
2020
Q2 		$7.07M Buy
72,568
+23,805
+49% +$2.17M 0.05% 328
2020
Q1 		$4M Sell
48,763
-5,250
-10% -$589K 0.04% 432
2019
Q4 		$6.95M Buy
54,013
+10,506
+24% +$1.3M 0.05% 352
2019
Q3 		$5.2M Sell
43,507
-2,553
-6% -$302K 0.05% 388
2019
Q2 		$5.55M Sell
46,060
-2,431
-5% -$294K 0.05% 353
2019
Q1 		$5.81M Buy
48,491
+286
+0.6% +$34.2K 0.06% 321
2018
Q4 		$5.18M Sell
48,205
-80
-0.2% -$9.63K 0.06% 313
2018
Q3 		$6.42M Buy
48,285
+1,197
+3% +$161K 0.06% 304
2018
Q2 		$6.21M Buy
47,088
+2,103
+5% +$271K 0.07% 280
2018
Q1 		$5.4M Sell
44,985
-453
-1% -$56.7K 0.06% 304
2017
Q4 		$5.71M Buy
45,438
+2,721
+6% +$340K 0.07% 285
2017
Q3 		$5.3M Buy
42,717
+952
+2% +$112K 0.07% 268
2017
Q2 		$4.96M Buy
41,765
+62
+0.1% +$7.29K 0.07% 256
2017
Q1 		$4.93M Sell
41,703
-1,321
-3% -$157K 0.08% 226
2016
Q4 		$5.12M Buy
43,024
+3,143
+8% +$347K 0.1% 202
2016
Q3 		$4.18M Buy
39,881
+2,754
+7% +$282K 0.08% 249
2016
Q2 		$3.61M Buy
37,127
+446
+1% +$42.5K 0.08% 249
2016
Q1 		$3.42M Buy
36,681
+490
+1% +$42.5K 0.08% 242
2015
Q4 		$3.33M Sell
36,191
-582
-2% -$55.3K 0.08% 246
2015
Q3 		$3.31M Sell
36,773
-8,361
-19% -$803K 0.1% 211
2015
Q2 		$4.6M Buy
45,134
+1,417
+3% +$146K 0.13% 163
2015
Q1 		$4.51M Sell
43,717
-2,563
-6% -$259K 0.13% 163
2014
Q4 		$4.71M Buy
46,280
+1,045
+2% +$102K 0.15% 139
2014
Q3 		$4.23M Buy
45,235
+2,806
+7% +$278K 0.12% 162
2014
Q2 		$4.38M Buy
42,429
+2,311
+6% +$230K 0.15% 131
2014
Q1 		$4.05M Sell
40,118
-2,891
-7% -$285K 0.15% 131
2013
Q4 		$4.28M Buy
43,009
+5,026
+13% +$480K 0.18% 118
2013
Q3 		$3.48M Buy
37,983
+5,668
+18% +$511K 0.15% 138
2013
Q2 		$2.78M Buy
+32,315
New +$2.74M 0.14% 146

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Cambridge Investment Research Advisors's IWN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 6.8% in Q2 2026, buying an estimated $352K and bringing the position to 26,496 shares worth $5.86M. The position accounts for 0.01% of the portfolio, ranked #943.

Cambridge Investment Research Advisors first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.8M in Q2 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cambridge Investment Research Advisors held 26,496 shares of iShares Russell 2000 Value ETF worth $5.86M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,683 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $352K.
  • iShares Russell 2000 Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #943 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares Russell 2000 Value ETF position peaked at $20.8M in Q2 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.