Clifford Capital Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clifford Capital Partners’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 Q1	–	Sell	-1,330	Closed	-$218K	–	48
2024 Q4	$218K	Buy	+1,330	New	+$227K	0.05%	46
2024 Q3	–	Sell	-31,200	Closed	-$4.75M	–	56
2024 Q2	$4.75M	Buy	+31,200	New	+$4.77M	1.03%	31
2018 Q1	–	Sell	-14,800	Closed	-$1.93M	–	34
2017 Q4	$1.93M	Buy	+14,800	New	+$1.85M	2.14%	27

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clifford Capital Partners's IWN Position: Q1 2025 in Review

Clifford Capital Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,330 shares — an estimated $218K sold.

Clifford Capital Partners first reported a position in IWN in Q4 2017 and held it in 3 quarters. The position peaked at $4.75M in Q2 2024. 985 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Clifford Capital Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Clifford Capital Partners sold 1,330 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $218K.
Clifford Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 3 quarters.
Clifford Capital Partners's iShares Russell 2000 Value ETF position peaked at $4.75M in Q2 2024.
985 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Clifford Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.