CI Investments Inc
IWN icon

CI Investments Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

CI Investments Inc’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 		$959K Hold
5,059
– – ﹤0.01% 437
2025
Q4 		$917K Sell
5,059
-1,008
-17% -$181K ﹤0.01% 443
2025
Q3 		$1.07M Hold
6,067
– – ﹤0.01% 428
2025
Q2 		$957K Sell
6,067
-252
-4% -$37.5K ﹤0.01% 440
2025
Q1 		$954K Sell
6,319
-252
-4% -$40.7K ﹤0.01% 435
2024
Q4 		$1.08M Hold
6,571
– – ﹤0.01% 413
2024
Q3 		$1.1M Hold
6,571
– – ﹤0.01% 399
2024
Q2 		$1M Sell
6,571
-252
-4% -$38.5K ﹤0.01% 396
2024
Q1 		$1.08M Hold
6,823
– – ﹤0.01% 385
2023
Q4 		$1.06M Hold
6,823
– – 0.01% 363
2023
Q3 		$925K Sell
6,823
-252
-4% -$36.1K 0.01% 371
2023
Q2 		$996K Hold
7,075
– – 0.01% 376
2023
Q1 		$969K Sell
7,075
-252
-3% -$36.5K ﹤0.01% 375
2022
Q4 		$1.02M Hold
7,327
– – 0.01% 366
2022
Q3 		$945K Sell
7,327
-252
-3% -$36.4K ﹤0.01% 381
2022
Q2 		$1.03M Buy
7,579
+252
+3% +$37.5K ﹤0.01% 380
2022
Q1 		$1.18M Buy
7,327
+252
+4% +$40.2K ﹤0.01% 413
2021
Q4 		$1.18M Sell
7,075
-252
-3% -$42K ﹤0.01% 435
2021
Q3 		$1.17M Sell
7,327
-756
-9% -$121K ﹤0.01% 441
2021
Q2 		$1.34M Sell
8,083
-252
-3% -$41.6K ﹤0.01% 439
2021
Q1 		$1.33M Buy
8,335
+504
+6% +$76.2K 0.01% 369
2020
Q4 		$1.03M Sell
7,831
-504
-6% -$59.5K ﹤0.01% 382
2020
Q3 		$828K Buy
+8,335
New +$847K ﹤0.01% 360

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CI Investments Inc's IWN Position: Q1 2026 in Review

CI Investments Inc held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 5,059 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

CI Investments Inc first reported a position in IWN in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q2 2021. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • CI Investments Inc held 5,059 shares of iShares Russell 2000 Value ETF worth $959K as of Q1 2026.
  • CI Investments Inc left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of CI Investments Inc's portfolio in Q1 2026, its #437 holding.
  • CI Investments Inc first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 23 quarters since.
  • CI Investments Inc's iShares Russell 2000 Value ETF position peaked at $1.34M in Q2 2021.
  • 1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.