EB
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Eastern Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Eastern Bank’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
Q3 		$127K Buy
606
+201
+50% +$44.5K ﹤0.01% 470
2026
Q2 		$89.6K Buy
+405
New +$84.8K ﹤0.01% 528
2026
Q1 		– Sell
-375
Closed -$68K – 1152
2025
Q4 		$68K Sell
375
-114
-23% -$20.5K ﹤0.01% 521
2025
Q3 		$86.5K Sell
489
-196
-29% -$33.1K ﹤0.01% 471
2025
Q2 		$108K Sell
685
-317
-32% -$47.2K ﹤0.01% 442
2025
Q1 		$151K Sell
1,002
-433
-30% -$69.9K ﹤0.01% 388
2024
Q4 		$236K Buy
1,435
+254
+22% +$43.3K ﹤0.01% 339
2024
Q3 		$197K Buy
+1,181
New +$192K ﹤0.01% 372
2019
Q3 		– Sell
-1,986
Closed -$239K – 204
2019
Q2 		$239K Sell
1,986
-2,090
-51% -$252K 0.02% 181
2019
Q1 		$488K Sell
4,076
-206,851
-98% -$24.7M 0.03% 141
2018
Q4 		$22.7M Buy
210,927
+472
+0.2% +$56.8K 1.69% 10
2018
Q3 		$28M Sell
210,455
-390
-0.2% -$52.5K 1.83% 7
2018
Q2 		$27.8M Buy
210,845
+867
+0.4% +$112K 1.9% 7
2018
Q1 		$25.6M Buy
209,978
+20,905
+11% +$2.62M 1.79% 9
2017
Q4 		$23.8M Buy
189,073
+3,961
+2% +$495K 1.59% 12
2017
Q3 		$23M Buy
185,112
+2,432
+1% +$287K 1.63% 10
2017
Q2 		$21.7M Buy
182,680
+4,050
+2% +$476K 1.6% 11
2017
Q1 		$21.1M Buy
+178,630
New +$21.2M 1.59% 10

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Eastern Bank's IWN Position: Q3 2026 in Review

Eastern Bank increased its iShares Russell 2000 Value ETF (IWN) stake by 50% in Q3 2026, buying an estimated $44.5K and bringing the position to 606 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Eastern Bank first reported a position in IWN in Q1 2017 and has held it in 18 quarters since. The position peaked at $28M in Q3 2018. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Eastern Bank held 606 shares of iShares Russell 2000 Value ETF worth $127K as of Q3 2026.
  • Eastern Bank bought 201 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $44.5K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #470 holding.
  • Eastern Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 18 quarters since.
  • Eastern Bank's iShares Russell 2000 Value ETF position peaked at $28M in Q3 2018.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.