Chilton Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Chilton Capital 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	$3.54K	Sell	16 -8	-33%	-$1.68K	﹤0.01%	513
2026 Q1	$4.55K	Buy	+24	New	+$4.65K	﹤0.01%	552
2022 Q3	–	Sell	-8	Closed	-$1K	–	414
2022 Q2	$1K	Buy	+8	New	+$1.19K	﹤0.01%	608
2022 Q1	–	Sell	-8	Closed	-$1K	–	411
2021 Q4	$1K	Buy	+8	New	+$1.33K	﹤0.01%	629

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

Chilton Capital Management's IWN Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 33% in Q2 2026, selling an estimated $1.68K and leaving 16 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Chilton Capital Management first reported a position in IWN in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.55K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Chilton Capital Management held 16 shares of iShares Russell 2000 Value ETF worth $3.54K as of Q2 2026.
Chilton Capital Management sold 8 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.68K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #513 holding.
Chilton Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 4 quarters since.
Chilton Capital Management's iShares Russell 2000 Value ETF position peaked at $4.55K in Q1 2026.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.