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 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

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

Eastern Bank's IWN Position: Q2 2026 in Review

Eastern Bank opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 405 shares worth $89.6K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Eastern Bank previously reported a position in IWN as recently as Q4 2025.

Eastern Bank first reported a position in IWN in Q1 2017 and has held it in 17 quarters since. The position peaked at $28M in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Eastern Bank held 405 shares of iShares Russell 2000 Value ETF worth $89.6K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Eastern Bank position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #528 holding.
Eastern Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 17 quarters since.
Eastern Bank's iShares Russell 2000 Value ETF position peaked at $28M in Q3 2018.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.