Citadel Advisors
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Citadel Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Citadel 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
Q1 		$19.7M Buy
103,769
+12,497
+14% +$2.42M ﹤0.01% 2364
2025
Q4 		$16.5M Buy
91,272
+24,234
+36% +$4.35M ﹤0.01% 2595
2025
Q3 		$11.9M Sell
67,038
-65,206
-49% -$11M ﹤0.01% 3012
2025
Q2 		$20.9M Sell
132,244
-41,566
-24% -$6.19M ﹤0.01% 2089
2025
Q1 		$26.2M Buy
173,810
+37,046
+27% +$5.98M 0.01% 1730
2024
Q4 		$22.5M Buy
136,764
+113,697
+493% +$19.4M ﹤0.01% 2049
2024
Q3 		$3.85M Sell
23,067
-22,410
-49% -$3.64M ﹤0.01% 4368
2024
Q2 		$6.93M Buy
45,477
+41,932
+1,183% +$6.41M ﹤0.01% 3277
2024
Q1 		$563K Buy
3,545
+1,289
+57% +$195K ﹤0.01% 8120
2023
Q4 		$350K Sell
2,256
-89,092
-98% -$12.3M ﹤0.01% 8832
2023
Q3 		$12.4M Sell
91,348
-56,423
-38% -$8.09M ﹤0.01% 2414
2023
Q2 		$20.8M Buy
147,771
+69,577
+89% +$9.41M ﹤0.01% 1840
2023
Q1 		$10.7M Sell
78,194
-63,569
-45% -$9.21M ﹤0.01% 2723
2022
Q4 		$19.7M Buy
141,763
+61,708
+77% +$8.71M ﹤0.01% 1984
2022
Q3 		$10.3M Buy
80,055
+11,709
+17% +$1.69M ﹤0.01% 2713
2022
Q2 		$9.3M Sell
68,346
-161,923
-70% -$24.1M ﹤0.01% 2778
2022
Q1 		$37.2M Sell
230,269
-38,785
-14% -$6.18M 0.01% 1350
2021
Q4 		$44.7M Buy
+269,054
New +$44.8M 0.01% 1260
2021
Q3 		– Sell
-65,381
Closed -$10.5M – 14227
2021
Q2 		$10.8M Sell
65,381
-116,033
-64% -$19.1M ﹤0.01% 2956
2021
Q1 		$28.9M Buy
+181,414
New +$27.4M 0.01% 1555
2020
Q4 		– Sell
-48,179
Closed -$5.69M – 11216
2020
Q3 		$4.79M Buy
48,179
+22,008
+84% +$2.24M ﹤0.01% 3228
2020
Q2 		$2.55M Sell
26,171
-167,610
-86% -$15.2M ﹤0.01% 4140
2020
Q1 		$15.9M Buy
+193,781
New +$21.7M 0.01% 1424
2019
Q3 		– Sell
-83,805
Closed -$9.9M – 9475
2019
Q2 		$10.1M Buy
+83,805
New +$10.1M ﹤0.01% 2165
2019
Q1 		– Sell
-56,401
Closed -$6.74M – 9580
2018
Q4 		$6.07M Buy
56,401
+23,570
+72% +$2.84M ﹤0.01% 2521
2018
Q3 		$4.37M Buy
+32,831
New +$4.42M ﹤0.01% 3171
2018
Q2 		– Sell
-17,293
Closed -$2.23M – 9053
2018
Q1 		$2.11M Sell
17,293
-5,736
-25% -$718K ﹤0.01% 3658
2017
Q4 		$2.9M Buy
23,029
+5,234
+29% +$654K ﹤0.01% 3139
2017
Q3 		$2.21M Buy
+17,795
New +$2.1M ﹤0.01% 3293
2017
Q2 		– Sell
-86,667
Closed -$10.2M – 7774
2017
Q1 		$10.2M Sell
86,667
-107,597
-55% -$12.8M 0.01% 1413
2016
Q4 		$23.1M Buy
+194,264
New +$21.5M 0.02% 770
2016
Q3 		– Sell
-286,458
Closed -$29.4M – 7470
2016
Q2 		$27.9M Buy
286,458
+62,540
+28% +$5.96M 0.03% 591
2016
Q1 		$20.9M Buy
223,918
+157,507
+237% +$13.7M 0.03% 719
2015
Q4 		$6.11M Sell
66,411
-126,838
-66% -$12M 0.01% 1645
2015
Q3 		$17.4M Buy
193,249
+65,648
+51% +$6.3M 0.02% 986
2015
Q2 		$13M Buy
+127,601
New +$13.1M 0.01% 1289
2014
Q4 		– Sell
-12,322
Closed -$1.15M – 8604
2014
Q3 		$1.15M Buy
+12,322
New +$1.22M ﹤0.01% 3532
2014
Q2 		– Sell
-2,706
Closed -$273K – 8117
2014
Q1 		$273K Buy
+2,706
New +$267K ﹤0.01% 5127

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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Citadel Advisors's IWN Position: Q1 2026 in Review

Citadel Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 14% in Q1 2026, buying an estimated $2.42M and bringing the position to 103,769 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Citadel Advisors first reported a position in IWN in Q1 2014 and has held it in 38 quarters since. The position peaked at $44.7M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Citadel Advisors held 103,769 shares of iShares Russell 2000 Value ETF worth $19.7M as of Q1 2026.
  • Citadel Advisors bought 12,497 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.42M.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2364 holding.
  • Citadel Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 38 quarters since.
  • Citadel Advisors's iShares Russell 2000 Value ETF position peaked at $44.7M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.