Connable Office Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

Connable Office Inc’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	–	Sell	-21,413	Closed	-$3.79M	–	240
2025 Q3	$3.79M	Buy	+21,413	New	+$3.61M	0.35%	35
2023 Q4	–	Sell	-28,690	Closed	-$3.89M	–	218
2023 Q3	$3.89M	Buy	+28,690	New	+$4.11M	0.53%	33
2022 Q1	–	Sell	-10,386	Closed	-$1.73M	–	231
2021 Q4	$1.73M	Buy	+10,386	New	+$1.73M	0.22%	86
2019 Q1	–	Sell	-15,588	Closed	-$1.68M	–	173
2018 Q4	$1.68M	Buy	+15,588	New	+$1.88M	0.37%	59
2018 Q1	–	Sell	-3,462	Closed	-$435K	–	177
2017 Q4	$435K	Buy	+3,462	New	+$433K	0.08%	98
2016 Q1	–	Sell	-6,225	Closed	-$572K	–	184
2015 Q4	$572K	Buy	+6,225	New	+$591K	0.16%	83

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Connable Office Inc's IWN Position: Q4 2025 in Review

Connable Office Inc sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 21,413 shares — an estimated $3.79M sold.

Connable Office Inc first reported a position in IWN in Q4 2015 and held it in 6 quarters. The position peaked at $3.89M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Connable Office Inc reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Connable Office Inc sold 21,413 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $3.79M.
Connable Office Inc first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 6 quarters.
Connable Office Inc's iShares Russell 2000 Value ETF position peaked at $3.89M in Q3 2023.
1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Connable Office Inc's 13F filing for Q4 2025, filed 3 Feb 2026.