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

Crestwood Advisors 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 Q2	$466K	Hold	2,106	–	–	0.01%	519
2026 Q1	$399K	Buy	2,106 +90	+4%	+$17.4K	0.01%	487
2025 Q4	$365K	Hold	2,016	–	–	0.01%	462
2025 Q3	$356K	Hold	2,016	–	–	0.01%	428
2025 Q2	$318K	Hold	2,016	–	–	0.01%	432
2025 Q1	$304K	Sell	2,016 -39	-2%	-$6.3K	0.01%	421
2024 Q4	$337K	Buy	2,055 +350	+21%	+$59.7K	0.01%	366
2024 Q3	$284K	Buy	1,705 +161	+10%	+$26.2K	0.01%	377
2024 Q2	$235K	Hold	1,544	–	–	﹤0.01%	389
2024 Q1	$245K	Buy	1,544 +235	+18%	+$35.6K	0.01%	380
2023 Q4	$203K	Buy	+1,309	New	+$181K	﹤0.01%	388
2022 Q1	–	Sell	-1,363	Closed	-$226K	–	301
2021 Q4	$226K	Buy	+1,363	New	+$227K	0.01%	273
2020 Q1	–	Sell	-1,806	Closed	-$232K	–	241
2019 Q4	$232K	Sell	1,806 -38	-2%	-$4.7K	0.01%	236
2019 Q3	$220K	Buy	1,844 +38	+2%	+$4.49K	0.01%	228
2019 Q2	$218K	Hold	1,806	–	–	0.01%	221
2019 Q1	$217K	Buy	+1,806	New	+$216K	0.02%	159
2018 Q4	–	Sell	-1,776	Closed	-$236K	–	175
2018 Q3	$236K	Buy	+1,776	New	+$239K	0.02%	149

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

Crestwood Advisors Group's IWN Position: Q2 2026 in Review

Crestwood Advisors Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,106 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #519.

Crestwood Advisors Group first reported a position in IWN in Q3 2018 and has held it in 17 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Crestwood Advisors Group held 2,106 shares of iShares Russell 2000 Value ETF worth $466K as of Q2 2026.
Crestwood Advisors Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #519 holding.
Crestwood Advisors Group first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and has held it in 17 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.