First Business Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

First Business Financial Services’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	$1.02M	Hold	4,604	–	–	0.08%	90
2026 Q1	$873K	Hold	4,604	–	–	0.08%	88
2025 Q4	$834K	Hold	4,604	–	–	0.08%	90
2025 Q3	$814K	Hold	4,604	–	–	0.07%	96
2025 Q2	$726K	Hold	4,604	–	–	0.07%	101
2025 Q1	$695K	Hold	4,604	–	–	0.07%	100
2024 Q4	$756K	Hold	4,604	–	–	0.07%	94
2024 Q3	$768K	Hold	4,604	–	–	0.08%	91
2024 Q2	$701K	Hold	4,604	–	–	0.07%	89
2024 Q1	$731K	Hold	4,604	–	–	0.08%	90
2023 Q4	$715K	Sell	4,604 -33	-0.7%	-$4.57K	0.08%	88
2023 Q3	$629K	Sell	4,637 -25	-0.5%	-$3.58K	0.08%	100
2023 Q2	$656K	Hold	4,662	–	–	0.08%	99
2023 Q1	$639K	Hold	4,662	–	–	0.08%	96
2022 Q4	$646K	Hold	4,662	–	–	0.09%	89
2022 Q3	$601K	Hold	4,662	–	–	0.09%	90
2022 Q2	$635K	Hold	4,662	–	–	0.09%	91
2022 Q1	$752K	Hold	4,662	–	–	0.08%	88
2021 Q4	$774K	Hold	4,662	–	–	0.08%	92
2021 Q3	$747K	Hold	4,662	–	–	0.09%	89
2021 Q2	$773K	Hold	4,662	–	–	0.09%	81
2021 Q1	$743K	Hold	4,662	–	–	0.1%	76
2020 Q4	$614K	Hold	4,662	–	–	0.09%	76
2020 Q3	$463K	Hold	4,662	–	–	0.08%	78
2020 Q2	$454K	Hold	4,662	–	–	0.08%	78
2020 Q1	$382K	Sell	4,662 -385	-8%	-$43.2K	0.08%	76
2019 Q4	$649K	Sell	5,047 -105	-2%	-$13K	0.1%	58
2019 Q3	$615K	Buy	5,152 +523	+11%	+$61.8K	0.11%	60
2019 Q2	$558K	Hold	4,629	–	–	0.1%	63
2019 Q1	$555K	Sell	4,629 -915	-17%	-$109K	0.1%	64
2018 Q4	$596K	Buy	5,544 +940	+20%	+$113K	0.1%	75
2018 Q3	$612K	Hold	4,604	–	–	0.1%	77
2018 Q2	$607K	Sell	4,604 -750	-14%	-$96.6K	0.11%	60
2018 Q1	$653K	Hold	5,354	–	–	0.12%	57
2017 Q4	$673K	Hold	5,354	–	–	0.12%	54
2017 Q3	$665K	Hold	5,354	–	–	0.13%	27
2017 Q2	$636K	Hold	5,354	–	–	0.13%	21
2017 Q1	$633K	Hold	5,354	–	–	0.13%	21
2016 Q4	$637K	Hold	5,354	–	–	0.15%	19
2016 Q3	$561K	Sell	5,354 -12,997	-71%	-$1.33M	0.14%	17
2016 Q2	$1.79M	Sell	18,351 -236	-1%	-$22.5K	0.46%	13
2016 Q1	$1.73M	Sell	18,587 -11,079	-37%	-$961K	0.47%	15
2015 Q4	$2.73M	Buy	29,666 +505	+2%	+$47.9K	0.82%	17
2015 Q3	$2.63M	Sell	29,161 -4,165	-12%	-$400K	0.84%	14
2015 Q2	$3.4M	Sell	33,326 -6,791	-17%	-$699K	0.99%	14
2015 Q1	$4.14M	Sell	40,117 -45,465	-53%	-$4.59M	1.25%	11
2014 Q4	$8.7M	Sell	85,582 -18,273	-18%	-$1.79M	2.8%	10
2014 Q3	$9.72M	Sell	103,855 -7,126	-6%	-$705K	3.52%	7
2014 Q2	$11.5M	Sell	110,981 -4,572	-4%	-$454K	4.26%	6
2014 Q1	$11.7M	Buy	115,553 +11,507	+11%	+$1.13M	4.63%	6
2013 Q4	$10.4M	Sell	104,046 -18,532	-15%	-$1.77M	4.31%	8
2013 Q3	$11.2M	Buy	122,578 +17,404	+17%	+$1.57M	5.99%	5
2013 Q2	$9.03M	Buy	+105,174	New	+$8.91M	5.29%	5

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

First Business Financial Services's IWN Position: Q2 2026 in Review

First Business Financial Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4,604 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #90.

First Business Financial Services first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q1 2014. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

First Business Financial Services held 4,604 shares of iShares Russell 2000 Value ETF worth $1.02M as of Q2 2026.
First Business Financial Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.08% of First Business Financial Services's portfolio in Q2 2026, its #90 holding.
First Business Financial Services first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
First Business Financial Services's iShares Russell 2000 Value ETF position peaked at $11.7M in Q1 2014.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.