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

First Nebraska 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
2026 Q1	$336K	Hold	1,774	–	–	0.03%	177
2025 Q4	$321K	Hold	1,774	–	–	0.03%	172
2025 Q3	$314K	Hold	1,774	–	–	0.03%	163
2025 Q2	$280K	Sell	1,774 -35	-2%	-$5.21K	0.03%	171
2025 Q1	$273K	Hold	1,809	–	–	0.03%	168
2024 Q4	$297K	Buy	1,809 +35	+2%	+$5.97K	0.03%	161
2024 Q3	$296K	Hold	1,774	–	–	0.03%	168
2024 Q2	$270K	Hold	1,774	–	–	0.03%	165
2024 Q1	$282K	Hold	1,774	–	–	0.03%	157
2023 Q4	$276K	Hold	1,774	–	–	0.03%	153
2023 Q3	$240K	Hold	1,774	–	–	0.03%	151
2023 Q2	$250K	Hold	1,774	–	–	0.03%	150
2023 Q1	$243K	Hold	1,774	–	–	0.03%	149
2022 Q4	$246K	Hold	1,774	–	–	0.03%	149
2022 Q3	$229K	Hold	1,774	–	–	0.03%	145
2022 Q2	$242K	Hold	1,774	–	–	0.03%	148
2022 Q1	$286K	Hold	1,774	–	–	0.03%	144
2021 Q4	$295K	Hold	1,774	–	–	0.04%	145
2021 Q3	$284K	Hold	1,774	–	–	0.04%	139
2021 Q2	$294K	Hold	1,774	–	–	0.04%	138
2021 Q1	$283K	Hold	1,774	–	–	0.04%	141
2020 Q4	$234K	Buy	+1,774	New	+$209K	0.03%	151
2020 Q1	–	Sell	-1,774	Closed	-$228K	–	148
2019 Q4	$228K	Hold	1,774	–	–	0.04%	140
2019 Q3	$212K	Hold	1,774	–	–	0.04%	140
2019 Q2	$214K	Hold	1,774	–	–	0.04%	143
2019 Q1	$213K	Buy	+1,774	New	+$212K	0.04%	135
2018 Q4	–	Sell	-1,774	Closed	-$236K	–	139
2018 Q3	$236K	Hold	1,774	–	–	0.04%	129
2018 Q2	$234K	Hold	1,774	–	–	0.05%	124
2018 Q1	$216K	Hold	1,774	–	–	0.04%	131
2017 Q4	$223K	Hold	1,774	–	–	0.05%	131
2017 Q3	$220K	Hold	1,774	–	–	0.05%	131
2017 Q2	$211K	Hold	1,774	–	–	0.05%	135
2017 Q1	$210K	Buy	1,774 +89	+5%	+$10.6K	0.05%	120
2016 Q4	$200K	Buy	+1,685	New	+$186K	0.05%	107

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 Nebraska Trust's IWN Position: Q1 2026 in Review

First Nebraska Trust held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,774 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #177.

First Nebraska Trust first reported a position in IWN in Q4 2016 and has held it in 34 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

First Nebraska Trust held 1,774 shares of iShares Russell 2000 Value ETF worth $336K as of Q1 2026.
First Nebraska Trust left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.03% of First Nebraska Trust's portfolio in Q1 2026, its #177 holding.
First Nebraska Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 34 quarters since.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.