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Croban’s iShares Russell 2000 Value ETF IWN Stock Holding History

Croban’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 		$463K Buy
2,442
+80
+3% +$15.5K 0.22% 67
2025
Q4 		$428K Sell
2,362
-107
-4% -$19.2K 0.21% 70
2025
Q3 		$437K Sell
2,469
-143
-5% -$24.1K 0.29% 70
2025
Q2 		$412K Buy
2,612
+42
+2% +$6.25K 0.35% 70
2025
Q1 		$388K Buy
2,570
+75
+3% +$12.1K 0.36% 71
2024
Q4 		$410K Buy
+2,495
New +$426K 0.4% 68
2023
Q4 		$410K Buy
+2,495
New +$346K 0.41% 67

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 $18.1B AUM 24.63% 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

Croban's IWN Position: Q1 2026 in Review

Croban increased its iShares Russell 2000 Value ETF (IWN) stake by 3.4% in Q1 2026, buying an estimated $15.5K and bringing the position to 2,442 shares worth $463K. The position accounts for 0.22% of the portfolio, ranked #67.

Croban first reported a position in IWN in Q4 2023 and has held it in 7 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Croban held 2,442 shares of iShares Russell 2000 Value ETF worth $463K as of Q1 2026.
  • Croban bought 80 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $15.5K.
  • iShares Russell 2000 Value ETF made up 0.22% of Croban's portfolio in Q1 2026, its #67 holding.
  • Croban first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.