Bank of Ann Arbor’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bank of Ann Arbor’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 Q3	$431K	Buy	+2,057	New	+$455K	0.06%	154

Other funds holding IWN

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bank of Ann Arbor's IWN Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 2,057 shares worth $431K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings.

966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Bank of Ann Arbor held 2,057 shares of iShares Russell 2000 Value ETF worth $431K as of Q3 2026.
iShares Russell 2000 Value ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares Russell 2000 Value ETF made up 0.06% of Bank of Ann Arbor's portfolio in Q3 2026, its #154 holding.
966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.