First Manhattan’s iShares Russell 2000 Value ETF IWN Stock Holding History

First Manhattan’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	$1.71M	Sell	9,045 -1,269	-12%	-$246K	﹤0.01%	365
2025 Q4	$1.87M	Buy	10,314 +168	+2%	+$30.2K	﹤0.01%	350
2025 Q3	$1.79M	Buy	10,146 +938	+10%	+$158K	﹤0.01%	350
2025 Q2	$1.45M	Buy	9,208 +2,463	+37%	+$367K	﹤0.01%	370
2025 Q1	$1.02M	Buy	6,745 +693	+11%	+$112K	﹤0.01%	390
2024 Q4	$994K	Buy	6,052 +1,773	+41%	+$303K	﹤0.01%	396
2024 Q3	$714K	Buy	4,279 +665	+18%	+$108K	﹤0.01%	424
2024 Q2	$550K	Sell	3,614 -77	-2%	-$11.8K	﹤0.01%	456
2024 Q1	$586K	Buy	+3,691	New	+$559K	﹤0.01%	453
2023 Q3	–	Sell	-29	Closed	-$4.08K	–	1524
2023 Q2	$4.08K	Sell	29 -225	-89%	-$30.4K	﹤0.01%	1253
2023 Q1	$34.8K	Hold	254	–	–	﹤0.01%	994
2022 Q4	$35.2K	Hold	254	–	–	﹤0.01%	1004
2022 Q3	$32K	Sell	254 -159	-38%	-$23K	﹤0.01%	1004
2022 Q2	$56K	Buy	413 +111	+37%	+$16.5K	﹤0.01%	951
2022 Q1	$48K	Buy	302 +29	+11%	+$4.62K	﹤0.01%	1006
2021 Q4	$45K	Buy	273 +48	+21%	+$8K	﹤0.01%	1010
2021 Q3	$36K	Hold	225	–	–	﹤0.01%	1048
2021 Q2	$37K	Hold	225	–	–	﹤0.01%	1047
2021 Q1	$35K	Hold	225	–	–	﹤0.01%	1031
2020 Q4	$29K	Hold	225	–	–	﹤0.01%	996
2020 Q3	$22K	Hold	225	–	–	﹤0.01%	1010
2020 Q2	$21K	Hold	225	–	–	﹤0.01%	1022
2020 Q1	$18K	Hold	225	–	–	﹤0.01%	1021
2019 Q4	$28K	Sell	225 -30	-12%	-$3.71K	﹤0.01%	987
2019 Q3	$30K	Buy	255 +30	+13%	+$3.54K	﹤0.01%	983
2019 Q2	$27K	Hold	225	–	–	﹤0.01%	1026
2019 Q1	$26K	Buy	+225	New	+$26.9K	﹤0.01%	1059
2018 Q2	–	Sell	-28	Closed	-$3K	–	1387
2018 Q1	$3K	Hold	28	–	–	﹤0.01%	1297
2017 Q4	$3K	Hold	28	–	–	﹤0.01%	1356
2017 Q3	$3K	Hold	28	–	–	﹤0.01%	1341
2017 Q2	$3K	Hold	28	–	–	﹤0.01%	1298
2017 Q1	$3K	Hold	28	–	–	﹤0.01%	1309
2016 Q4	$3K	Hold	28	–	–	﹤0.01%	1292
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	1330
2016 Q2	$2K	Buy	+28	New	+$2.67K	﹤0.01%	1400
2015 Q1	–	Sell	-213	Closed	-$21K	–	1475
2014 Q4	$21K	Hold	213	–	–	﹤0.01%	1126
2014 Q3	$19K	Hold	213	–	–	﹤0.01%	1115
2014 Q2	$21K	Hold	213	–	–	﹤0.01%	1090
2014 Q1	$21K	Hold	213	–	–	﹤0.01%	1079
2013 Q4	$21K	Buy	+213	New	+$20.3K	﹤0.01%	1065

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

First Manhattan's IWN Position: Q1 2026 in Review

First Manhattan reduced its iShares Russell 2000 Value ETF (IWN) stake by 12% in Q1 2026, selling an estimated $246K and leaving 9,045 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #365.

First Manhattan first reported a position in IWN in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.87M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

First Manhattan held 9,045 shares of iShares Russell 2000 Value ETF worth $1.71M as of Q1 2026.
First Manhattan sold 1,269 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $246K.
iShares Russell 2000 Value ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #365 holding.
First Manhattan first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 40 quarters since.
First Manhattan's iShares Russell 2000 Value ETF position peaked at $1.87M in Q4 2025.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.