Contravisory Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Contravisory Investment Management’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	-15	Closed	-$2.46K	–	410
2024 Q4	$2.46K	Buy	+15	New	+$2.56K	﹤0.01%	355
2019 Q2	–	Sell	-67	Closed	-$8K	–	303
2019 Q1	$8K	Buy	+67	New	+$8K	﹤0.01%	265
2018 Q1	–	Sell	-6	Closed	-$1K	–	394
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	368
2017 Q3	$1K	Buy	+6	New	+$707	﹤0.01%	417
2017 Q2	–	Sell	-6	Closed	-$1K	–	202
2017 Q1	$1K	Hold	6	–	–	﹤0.01%	273
2016 Q4	$1K	Hold	6	–	–	﹤0.01%	278
2016 Q3	$1K	Buy	+6	New	+$615	﹤0.01%	266

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $202B AUM 37.79% 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 $786B AUM 40.34% 1-Year Est. Return

Contravisory Investment Management's IWN Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 15 shares — an estimated $2.46K sold.

Contravisory Investment Management first reported a position in IWN in Q3 2016 and held it in 7 quarters. The position peaked at $8K in Q1 2019. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Contravisory Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 15 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $2.46K.
Contravisory Investment Management first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 7 quarters.
Contravisory Investment Management's iShares Russell 2000 Value ETF position peaked at $8K in Q1 2019.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.