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Clarius Group LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clarius Group LLC’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
2025
Q4 		$336K Hold
1,852
– – 0.02% 263
2025
Q3 		$327K Hold
1,852
– – 0.02% 282
2025
Q2 		$292K Hold
1,852
– – 0.02% 360
2025
Q1 		$280K Buy
1,852
+583
+46% +$94.2K 0.02% 370
2024
Q4 		$208K Hold
1,269
– – 0.01% 419
2024
Q3 		$212K Buy
+1,269
New +$206K 0.01% 415

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarius Group LLC's IWN Position: Q4 2025 in Review

Clarius Group LLC held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2025 at 1,852 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #263.

Clarius Group LLC first reported a position in IWN in Q3 2024 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Clarius Group LLC held 1,852 shares of iShares Russell 2000 Value ETF worth $336K as of Q4 2025.
  • Clarius Group LLC left its iShares Russell 2000 Value ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 Value ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #263 holding.
  • Clarius Group LLC first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.