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Citizens Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Citizens Financial Group’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 		$1.24M Buy
5,612
+528
+10% +$111K 0.02% 387
2026
Q1 		$964K Sell
5,084
-283
-5% -$54.8K 0.01% 404
2025
Q4 		$973K Buy
5,367
+36
+0.7% +$6.47K 0.01% 405
2025
Q3 		$943K Sell
5,331
-956
-15% -$161K 0.01% 410
2025
Q2 		$992K Buy
6,287
+417
+7% +$62.1K 0.02% 351
2025
Q1 		$886K Buy
5,870
+4
+0.1% +$646 0.02% 333
2024
Q4 		$963K Sell
5,866
-4,530
-44% -$773K 0.02% 301
2024
Q3 		$1.73M Buy
10,396
+5,660
+120% +$919K 0.03% 231
2024
Q2 		$721K Buy
4,736
+786
+20% +$120K 0.02% 322
2024
Q1 		$627K Sell
3,950
-29
-0.7% -$4.39K 0.02% 255
2023
Q4 		$618K Buy
3,979
+23
+0.6% +$3.19K 0.02% 263
2023
Q3 		$539K Buy
3,956
+1,115
+39% +$160K 0.02% 234
2023
Q2 		$400K Buy
2,841
+3
+0.1% +$406 0.01% 294
2023
Q1 		$389K Sell
2,838
-6
-0.2% -$870 0.01% 321
2022
Q4 		$394K Sell
2,844
-6
-0.2% -$847 0.02% 290
2022
Q3 		$367K Buy
2,850
+88
+3% +$12.7K 0.02% 294
2022
Q2 		$376K Buy
2,762
+3
+0.1% +$446 0.02% 301
2022
Q1 		$445K Buy
2,759
+2
+0.1% +$319 0.02% 298
2021
Q4 		$458K Buy
2,757
+18
+0.7% +$3K 0.02% 301
2021
Q3 		$439K Buy
2,739
+573
+26% +$92.1K 0.02% 303
2021
Q2 		$359K Buy
2,166
+1
+0% +$165 0.02% 280
2021
Q1 		$345K Hold
2,165
– – 0.02% 241
2020
Q4 		$285K Hold
2,165
– – 0.02% 238
2020
Q3 		$222K Sell
2,165
-37
-2% -$3.76K 0.01% 232
2020
Q2 		$215K Hold
2,202
– – 0.02% 269
2020
Q1 		$180K Sell
2,202
-101
-4% -$11.3K 0.01% 274
2019
Q4 		$296K Sell
2,303
-252
-10% -$31.2K 0.02% 216
2019
Q3 		$305K Sell
2,555
-260
-9% -$30.7K 0.02% 195
2019
Q2 		$339K Buy
2,815
+353
+14% +$42.6K 0.02% 188
2019
Q1 		$295K Buy
2,462
+1,231
+100% +$147K 0.02% 202
2018
Q4 		$132K Hold
1,231
– – 0.01% 227
2018
Q3 		$164K Sell
1,231
-17
-1% -$2.29K 0.01% 229
2018
Q2 		$164K Buy
1,248
+831
+199% +$107K 0.01% 223
2018
Q1 		$51K Sell
417
-100
-19% -$12.5K ﹤0.01% 320
2017
Q4 		$65K Hold
517
– – 0.01% 314
2017
Q3 		$64K Buy
517
+17
+3% +$2K 0.01% 313
2017
Q2 		$59K Hold
500
– – 0.01% 321
2017
Q1 		$59K Hold
500
– – 0.01% 335
2016
Q4 		$59K Hold
500
– – 0.01% 333
2016
Q3 		$52K Hold
500
– – ﹤0.01% 356
2016
Q2 		$49K Sell
500
-500
-50% -$47.6K ﹤0.01% 363
2016
Q1 		$93K Buy
1,000
+267
+36% +$23.2K 0.01% 305
2015
Q4 		$92K Buy
+733
New +$69.6K 0.01% 313

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

Citizens Financial Group's IWN Position: Q2 2026 in Review

Citizens Financial Group increased its iShares Russell 2000 Value ETF (IWN) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 5,612 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #387.

Citizens Financial Group first reported a position in IWN in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.73M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Citizens Financial Group held 5,612 shares of iShares Russell 2000 Value ETF worth $1.24M as of Q2 2026.
  • Citizens Financial Group bought 528 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $111K.
  • iShares Russell 2000 Value ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #387 holding.
  • Citizens Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Citizens Financial Group's iShares Russell 2000 Value ETF position peaked at $1.73M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.