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Diversified Enterprises’s iShares Russell 2000 Value ETF IWN Stock Holding History

Diversified Enterprises’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 		$439K Sell
2,316
-10
-0.4% -$1.94K 0.02% 261
2025
Q4 		$421K Buy
2,326
+417
+22% +$74.9K 0.03% 238
2025
Q3 		$338K Sell
1,909
-80
-4% -$13.5K 0.02% 223
2025
Q2 		$314K Sell
1,989
-19
-0.9% -$2.83K 0.02% 219
2025
Q1 		$303K Buy
+2,008
New +$324K 0.03% 227

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

Diversified Enterprises's IWN Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.43% in Q1 2026, selling an estimated $1.94K and leaving 2,316 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #261.

Diversified Enterprises first reported a position in IWN in Q1 2025 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Diversified Enterprises held 2,316 shares of iShares Russell 2000 Value ETF worth $439K as of Q1 2026.
  • Diversified Enterprises sold 10 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.94K.
  • iShares Russell 2000 Value ETF made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #261 holding.
  • Diversified Enterprises first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.