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 		$2.39M Buy
12,600
+7,200
+133% +$1.39M ﹤0.01% 5718
2025
Q4 		$979K Sell
5,400
-500
-8% -$89.8K ﹤0.01% 7437
2025
Q3 		$1.04M Sell
5,900
-2,000
-25% -$338K ﹤0.01% 7449
2025
Q2 		$1.25M Sell
7,900
-16,300
-67% -$2.43M ﹤0.01% 6617
2025
Q1 		$3.65M Sell
24,200
-26,200
-52% -$4.23M ﹤0.01% 4418
2024
Q4 		$8.27M Buy
50,400
+14,800
+42% +$2.53M ﹤0.01% 3223
2024
Q3 		$5.94M Buy
35,600
+9,200
+35% +$1.49M ﹤0.01% 3674
2024
Q2 		$4.02M Sell
26,400
-4,500
-15% -$688K ﹤0.01% 4093
2024
Q1 		$4.91M Sell
30,900
-11,900
-28% -$1.8M ﹤0.01% 3990
2023
Q4 		$6.65M Buy
42,800
+37,100
+651% +$5.14M ﹤0.01% 3408
2023
Q3 		$773K Sell
5,700
-700
-11% -$100K ﹤0.01% 7121
2023
Q2 		$901K Sell
6,400
-5,700
-47% -$771K ﹤0.01% 6674
2023
Q1 		$1.66M Sell
12,100
-41,600
-77% -$6.03M ﹤0.01% 5727
2022
Q4 		$7.45M Buy
53,700
+46,800
+678% +$6.61M ﹤0.01% 3233
2022
Q3 		$890K Sell
6,900
-394,600
-98% -$57M ﹤0.01% 7241
2022
Q2 		$54.7M Buy
401,500
+361,500
+904% +$53.8M 0.01% 951
2022
Q1 		$6.46M Buy
40,000
+3,900
+11% +$622K ﹤0.01% 3692
2021
Q4 		$5.99M Sell
36,100
-33,600
-48% -$5.6M ﹤0.01% 3986
2021
Q3 		$11.2M Buy
69,700
+2,100
+3% +$337K ﹤0.01% 2892
2021
Q2 		$11.2M Buy
67,600
+25,400
+60% +$4.19M ﹤0.01% 2910
2021
Q1 		$6.73M Buy
42,200
+1,500
+4% +$227K ﹤0.01% 3665
2020
Q4 		$5.36M Buy
40,700
+27,000
+197% +$3.19M ﹤0.01% 3564
2020
Q3 		$1.36M Sell
13,700
-74,100
-84% -$7.53M ﹤0.01% 5453
2020
Q2 		$8.56M Buy
87,800
+79,600
+971% +$7.24M ﹤0.01% 2409
2020
Q1 		$673K Sell
8,200
-5,500
-40% -$617K ﹤0.01% 5990
2019
Q4 		$1.76M Buy
13,700
+1,300
+10% +$161K ﹤0.01% 4621
2019
Q3 		$1.48M Buy
12,400
+6,800
+121% +$803K ﹤0.01% 4950
2019
Q2 		$675K Hold
5,600
– – ﹤0.01% 6332
2019
Q1 		$671K Sell
5,600
-1,300
-19% -$155K ﹤0.01% 6290
2018
Q4 		$742K Sell
6,900
-500
-7% -$60.2K ﹤0.01% 5778
2018
Q3 		$984K Sell
7,400
-5,800
-44% -$781K ﹤0.01% 5573
2018
Q2 		$1.74M Sell
13,200
-16,300
-55% -$2.1M ﹤0.01% 4315
2018
Q1 		$3.6M Buy
29,500
+23,800
+418% +$2.98M ﹤0.01% 2877
2017
Q4 		$717K Sell
5,700
-2,100
-27% -$262K ﹤0.01% 5122
2017
Q3 		$968K Sell
7,800
-9,700
-55% -$1.14M ﹤0.01% 4364
2017
Q2 		$2.08M Sell
17,500
-13,200
-43% -$1.55M ﹤0.01% 3122
2017
Q1 		$3.63M Buy
30,700
+25,900
+540% +$3.07M ﹤0.01% 2382
2016
Q4 		$571K Sell
4,800
-2,700
-36% -$298K ﹤0.01% 4699
2016
Q3 		$786K Buy
+7,500
New +$769K ﹤0.01% 4151

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.