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

Corundum Group’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
Q1 		$10.1M Sell
53,508
-361
-0.7% -$69.9K 3.39% 7
2025
Q4 		$9.76M Buy
53,869
+10,244
+23% +$1.84M 3.28% 8
2025
Q3 		$7.71M Buy
43,625
+842
+2% +$142K 3.17% 9
2025
Q2 		$6.75M Buy
42,783
+1,762
+4% +$262K 2.98% 10
2025
Q1 		$6.19M Hold
41,021
– – 2.97% 9
2024
Q4 		$6.73M Sell
41,021
-1,660
-4% -$283K 2.51% 11
2024
Q3 		$7.12M Sell
42,681
-1,682
-4% -$273K 3.25% 9
2024
Q2 		$6.76M Sell
44,363
-549
-1% -$84K 2.64% 9
2024
Q1 		$7.13M Sell
44,912
-180
-0.4% -$27.3K 3.44% 8
2023
Q4 		$7M Hold
45,092
– – 3.51% 7
2023
Q3 		$6.11M Hold
45,092
– – 3.47% 7
2023
Q2 		$6.35M Buy
45,092
+5,210
+13% +$704K 3.17% 9
2023
Q1 		$5.46M Sell
39,882
-250
-0.6% -$36.2K 2.58% 7
2022
Q4 		$5.57M Sell
40,132
-807
-2% -$114K 3.14% 7
2022
Q3 		$5.28M Buy
40,939
+3,492
+9% +$505K 3.32% 7
2022
Q2 		$5.1M Buy
37,447
+28,757
+331% +$4.28M 3.44% 7
2022
Q1 		$1.4M Sell
8,690
-27,107
-76% -$4.32M 1.3% 21
2021
Q4 		$5.94M Hold
35,797
– – 3.87% 7
2021
Q3 		$5.74M Hold
35,797
– – 4.25% 6
2021
Q2 		$5.93M Sell
35,797
-614
-2% -$101K 3.89% 7
2021
Q1 		$5.81M Sell
36,411
-4,797
-12% -$725K 4.54% 6
2020
Q4 		$5.43M Buy
41,208
+2,012
+5% +$237K 4.52% 6
2020
Q3 		$3.89M Hold
39,196
– – 3.77% 8
2020
Q2 		$3.82M Buy
39,196
+636
+2% +$57.9K 4.58% 7
2020
Q1 		$3.16M Buy
38,560
+1,088
+3% +$122K 4.5% 7
2019
Q4 		$4.82M Buy
37,472
+333
+0.9% +$41.2K 5.06% 6
2019
Q3 		$4.43M Hold
37,139
– – 5.14% 6
2019
Q2 		$4.47M Buy
37,139
+2,010
+6% +$243K 5.14% 6
2019
Q1 		$4.21M Hold
35,129
– – 4.82% 6
2018
Q4 		$3.78M Buy
+35,129
New +$4.23M 3.47% 9
2018
Q2 		$4.63M Sell
35,129
-2,042
-5% -$263K 5.71% 6
2018
Q1 		$4.53M Buy
37,171
+2,421
+7% +$303K 4.9% 6
2017
Q4 		$4.37M Buy
34,750
+929
+3% +$116K 4.72% 6
2017
Q3 		$4.2K Buy
33,821
+25,131
+289% +$2.96M 4.42% 6
2017
Q2 		$1.03M Sell
8,690
-24,274
-74% -$2.85M 2.29% 5
2017
Q1 		$3.9M Buy
32,964
+4,374
+15% +$519K 4.91% 7
2016
Q4 		$3.4M Hold
28,590
– – 5% 6
2016
Q3 		$3M Hold
28,590
– – 4.84% 6
2016
Q2 		$2.78M Buy
28,590
+19,900
+229% +$1.89M 4.28% 7
2016
Q1 		$810K Hold
8,690
– – 2.13% 6
2015
Q4 		$747K Hold
8,690
– – 2.23% 6
2015
Q3 		$783K Hold
8,690
– – 2.78% 5
2015
Q2 		$886K Hold
8,690
– – 3.12% 3
2015
Q1 		$897K Hold
8,690
– – 3.03% 3
2014
Q4 		$884K Hold
8,690
– – 3.57% 3
2014
Q3 		$813K Hold
8,690
– – 3.85% 4
2014
Q2 		$897K Hold
8,690
– – 4.21% 3
2014
Q1 		$876K Hold
8,690
– – 4.24% 4
2013
Q4 		$865K Hold
8,690
– – 4.06% 4
2013
Q3 		$796K Hold
8,690
– – 4.46% 4
2013
Q2 		$746K Buy
+8,690
New +$736K 4.59% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Corundum Group's IWN Position: Q1 2026 in Review

Corundum Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.67% in Q1 2026, selling an estimated $69.9K and leaving 53,508 shares worth $10.1M. The position accounts for 3.39% of the portfolio, ranked #7.

Corundum Group first reported a position in IWN in Q2 2013 and has held it in 51 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Corundum Group held 53,508 shares of iShares Russell 2000 Value ETF worth $10.1M as of Q1 2026.
  • Corundum Group sold 361 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $69.9K.
  • iShares Russell 2000 Value ETF made up 3.39% of Corundum Group's portfolio in Q1 2026, its #7 holding.
  • Corundum Group first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.