EK
IWN icon

Evensky & Katz’s iShares Russell 2000 Value ETF IWN Stock Holding History

Evensky & Katz’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 		$35K Sell
187
-87
-32% -$16.8K ﹤0.01% 71
2025
Q4 		$50K Sell
274
-4
-1% -$719 ﹤0.01% 71
2025
Q3 		$49K Sell
278
-131
-32% -$22.1K ﹤0.01% 72
2025
Q2 		$65K Buy
409
+1
+0.2% +$149 ﹤0.01% 72
2025
Q1 		$62K Sell
408
-3
-0.7% -$485 ﹤0.01% 77
2024
Q4 		$68K Buy
411
+2
+0.5% +$341 ﹤0.01% 76
2024
Q3 		$68K Sell
409
-225
-35% -$36.6K ﹤0.01% 77
2024
Q2 		$97K Buy
634
+3
+0.5% +$459 0.01% 75
2024
Q1 		$100K Sell
631
-93
-13% -$14.1K 0.01% 76
2023
Q4 		$113K Buy
724
+43
+6% +$5.96K 0.01% 76
2023
Q3 		$92K Sell
681
-37
-5% -$5.3K 0.01% 75
2023
Q2 		$101K Buy
718
+43
+6% +$5.81K 0.01% 76
2023
Q1 		$93K Sell
675
-26
-4% -$3.77K 0.01% 74
2022
Q4 		$97K Sell
701
-160
-19% -$22.6K 0.01% 74
2022
Q3 		$111K Hold
861
– – 0.01% 68
2022
Q2 		$117K Hold
861
– – 0.01% 69
2022
Q1 		$139K Buy
861
+411
+91% +$65.5K 0.01% 64
2021
Q4 		$75K Buy
450
+4
+0.9% +$667 0.01% 65
2021
Q3 		$71K Hold
446
– – 0.01% 64
2021
Q2 		$74K Sell
446
-131
-23% -$21.6K 0.01% 63
2021
Q1 		$92K Sell
577
-175
-23% -$26.4K 0.01% 60
2020
Q4 		$99K Buy
752
+2
+0.3% +$236 0.01% 58
2020
Q3 		$75K Buy
750
+4
+0.5% +$406 0.01% 64
2020
Q2 		$73K Sell
746
-170
-19% -$15.5K 0.01% 69
2020
Q1 		$75K Sell
916
-120
-12% -$13.5K 0.01% 79
2019
Q4 		$133K Sell
1,036
-1,599
-61% -$198K 0.02% 74
2019
Q3 		$315K Sell
2,635
-222
-8% -$26.2K 0.04% 71
2019
Q2 		$344K Buy
2,857
+6
+0.2% +$725 0.05% 69
2019
Q1 		$341K Buy
2,851
+14
+0.5% +$1.67K 0.05% 66
2018
Q4 		$305K Sell
2,837
-257
-8% -$30.9K 0.05% 48
2018
Q3 		$411K Sell
3,094
-23
-0.7% -$3.1K 0.06% 38
2018
Q2 		$411K Hold
3,117
– – 0.07% 35
2018
Q1 		$379K Sell
3,117
-205
-6% -$25.7K 0.07% 35
2017
Q4 		$417K Buy
3,322
+16
+0.5% +$2K 0.07% 32
2017
Q3 		$410K Buy
3,306
+2
+0.1% +$236 0.07% 33
2017
Q2 		$392K Sell
3,304
-619
-16% -$72.8K 0.07% 32
2017
Q1 		$462K Sell
3,923
-1,970
-33% -$234K 0.08% 30
2016
Q4 		$700K Buy
5,893
+18
+0.3% +$1.99K 0.13% 31
2016
Q3 		$615K Buy
5,875
+1,277
+28% +$131K 0.12% 31
2016
Q2 		$447K Sell
4,598
-124
-3% -$11.8K 0.1% 30
2016
Q1 		$440K Sell
4,722
-35,731
-88% -$3.1M 0.1% 36
2015
Q4 		$3.72M Buy
40,453
+37,850
+1,454% +$3.59M 0.89% 19
2015
Q3 		$234K Sell
2,603
-112
-4% -$10.8K 0.06% 39
2015
Q2 		$276K Sell
2,715
-102
-4% -$10.5K 0.07% 38
2015
Q1 		$291K Buy
2,817
+1,206
+75% +$122K 0.08% 38
2014
Q4 		$163K Sell
1,611
-1,316
-45% -$129K 0.05% 32
2014
Q3 		$274K Buy
2,927
+1,245
+74% +$123K 0.08% 35
2014
Q2 		$173K Sell
1,682
-238
-12% -$23.7K 0.06% 20
2014
Q1 		$193K Sell
1,920
-22
-1% -$2.17K 0.07% 18
2013
Q4 		$193K Buy
1,942
+5
+0.3% +$478 0.07% 18
2013
Q3 		$177K Buy
1,937
+156
+9% +$14.1K 0.07% 18
2013
Q2 		$153K Buy
+1,781
New +$151K 0.07% 18

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 $16.5B AUM 19.94% 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

Evensky & Katz's IWN Position: Q1 2026 in Review

Evensky & Katz reduced its iShares Russell 2000 Value ETF (IWN) stake by 32% in Q1 2026, selling an estimated $16.8K and leaving 187 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

Evensky & Katz first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.72M in Q4 2015. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Evensky & Katz held 187 shares of iShares Russell 2000 Value ETF worth $35K as of Q1 2026.
  • Evensky & Katz sold 87 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Evensky & Katz's portfolio in Q1 2026, its #71 holding.
  • Evensky & Katz first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Evensky & Katz's iShares Russell 2000 Value ETF position peaked at $3.72M in Q4 2015.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.