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FineMark National Bank & Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

FineMark National Bank & Trust’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
2025
Q4 		$1.01M Buy
5,582
+1,408
+34% +$253K 0.03% 233
2025
Q3 		$738K Sell
4,174
-361
-8% -$60.9K 0.02% 263
2025
Q2 		$715K Sell
4,535
-6
-0.1% -$893 0.02% 259
2025
Q1 		$686K Sell
4,541
-205
-4% -$33.1K 0.03% 251
2024
Q4 		$779K Sell
4,746
-395
-8% -$67.4K 0.03% 234
2024
Q3 		$858K Sell
5,141
-250
-5% -$40.6K 0.03% 230
2024
Q2 		$821K Sell
5,391
-1,262
-19% -$193K 0.03% 217
2024
Q1 		$1.06M Sell
6,653
-510
-7% -$77.2K 0.04% 207
2023
Q4 		$1.11M Buy
7,163
+924
+15% +$128K 0.05% 197
2023
Q3 		$846K Sell
6,239
-315
-5% -$45.2K 0.04% 213
2023
Q2 		$923K Buy
6,554
+683
+12% +$92.4K 0.04% 206
2023
Q1 		$804K Sell
5,871
-4,688
-44% -$679K 0.03% 216
2022
Q4 		$1.46M Buy
10,559
+1,330
+14% +$188K 0.07% 160
2022
Q3 		$1.19M Buy
9,229
+619
+7% +$89.5K 0.06% 174
2022
Q2 		$1.17M Buy
8,610
+4,305
+100% +$641K 0.05% 190
2022
Q1 		$695K Sell
4,305
-221
-5% -$35.2K 0.03% 249
2021
Q4 		$752K Sell
4,526
-21
-0.5% -$3.5K 0.03% 247
2021
Q3 		$729K Buy
4,547
+62
+1% +$9.96K 0.03% 237
2021
Q2 		$743K Buy
4,485
+209
+5% +$34.5K 0.03% 246
2021
Q1 		$682K Sell
4,276
-40
-0.9% -$6.04K 0.03% 247
2020
Q4 		$569K Hold
4,316
– – 0.03% 253
2020
Q3 		$429K Sell
4,316
-461
-10% -$46.8K 0.02% 259
2020
Q2 		$466K Sell
4,777
-1,292
-21% -$118K 0.03% 241
2020
Q1 		$498K Buy
6,069
+94
+2% +$10.5K 0.03% 225
2019
Q4 		$768K Sell
5,975
-184
-3% -$22.8K 0.04% 206
2019
Q3 		$735K Sell
6,159
-586
-9% -$69.2K 0.04% 204
2019
Q2 		$813K Sell
6,745
-48
-0.7% -$5.8K 0.05% 195
2019
Q1 		$814K Sell
6,793
-1,192
-15% -$142K 0.05% 185
2018
Q4 		$859K Sell
7,985
-87
-1% -$10.5K 0.06% 172
2018
Q3 		$1.07M Sell
8,072
-720
-8% -$97K 0.07% 153
2018
Q2 		$1.16M Sell
8,792
-962
-10% -$124K 0.07% 153
2018
Q1 		$1.19M Buy
9,754
+27
+0.3% +$3.38K 0.08% 150
2017
Q4 		$1.22M Buy
9,727
+461
+5% +$57.6K 0.08% 147
2017
Q3 		$1.15M Buy
9,266
+936
+11% +$110K 0.08% 151
2017
Q2 		$990K Buy
8,330
+153
+2% +$18K 0.07% 157
2017
Q1 		$966K Buy
8,177
+1,082
+15% +$128K 0.07% 155
2016
Q4 		$844K Hold
7,095
– – 0.07% 162
2016
Q3 		$743K Buy
7,095
+18
+0.3% +$1.84K 0.08% 167
2016
Q2 		$689K Sell
7,077
-262
-4% -$24.9K 0.08% 180
2016
Q1 		$684K Sell
7,339
-16,826
-70% -$1.46M 0.08% 164
2015
Q4 		$2.22M Buy
24,165
+714
+3% +$67.8K 0.27% 95
2015
Q3 		$2.11M Buy
23,451
+5,459
+30% +$524K 0.29% 90
2015
Q2 		$1.83M Buy
17,992
+13,040
+263% +$1.34M 0.24% 101
2015
Q1 		$511K Buy
4,952
+388
+9% +$39.1K 0.07% 215
2014
Q4 		$464K Sell
4,564
-212
-4% -$20.8K 0.07% 223
2014
Q3 		$447K Buy
4,776
+577
+14% +$57.1K 0.07% 213
2014
Q2 		$434K Buy
4,199
+214
+5% +$21.3K 0.07% 212
2014
Q1 		$402K Buy
3,985
+613
+18% +$60.4K 0.08% 200
2013
Q4 		$335K Buy
3,372
+453
+16% +$43.3K 0.07% 234
2013
Q3 		$268K Buy
2,919
+1,245
+74% +$112K 0.07% 251
2013
Q2 		$144K Buy
+1,674
New +$142K 0.04% 327

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FineMark National Bank & Trust's IWN Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Russell 2000 Value ETF (IWN) stake by 34% in Q4 2025, buying an estimated $253K and bringing the position to 5,582 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #233.

FineMark National Bank & Trust first reported a position in IWN in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.22M in Q4 2015. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • FineMark National Bank & Trust held 5,582 shares of iShares Russell 2000 Value ETF worth $1.01M as of Q4 2025.
  • FineMark National Bank & Trust bought 1,408 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $253K.
  • iShares Russell 2000 Value ETF made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #233 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's iShares Russell 2000 Value ETF position peaked at $2.22M in Q4 2015.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.