Cliff Asness’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cliff Asness’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	$26.9M	Buy	121,763 +12,490	+11%	+$2.61M	0.01%	1057
2026 Q1	$20.7M	Sell	109,273 -14,062	-11%	-$2.72M	0.01%	1020
2025 Q4	$22.3M	Buy	123,335 +14,227	+13%	+$2.56M	0.01%	892
2025 Q3	$19.3M	Buy	109,108 +9,661	+10%	+$1.63M	0.01%	861
2025 Q2	$15.7M	Buy	99,447 +211	+0.2%	+$31.4K	0.01%	846
2025 Q1	$15M	Buy	99,236 +254	+0.3%	+$41K	0.02%	771
2024 Q4	$16.2M	Buy	+98,982	New	+$16.9M	0.02%	704

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cliff Asness's IWN Position: Q2 2026 in Review

Cliff Asness increased its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, buying an estimated $2.61M and bringing the position to 121,763 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1057.

Cliff Asness first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cliff Asness held 121,763 shares of iShares Russell 2000 Value ETF worth $26.9M as of Q2 2026.
Cliff Asness bought 12,490 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.61M.
iShares Russell 2000 Value ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1057 holding.
Cliff Asness first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.