Gator Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Gator Capital Management’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	$525K	Hold	2,375	–	–	0.11%	59
2026 Q1	$450K	Hold	2,375	–	–	0.09%	82
2025 Q4	$430K	Hold	2,375	–	–	0.09%	103
2025 Q3	$420K	Sell	2,375 -540	-19%	-$91.2K	0.11%	63
2025 Q2	$460K	Hold	2,915	–	–	0.14%	59
2025 Q1	$440K	Sell	2,915 -580	-17%	-$93.7K	0.17%	56
2024 Q4	$574K	Hold	3,495	–	–	0.22%	50
2024 Q3	$583K	Hold	3,495	–	–	0.26%	50
2024 Q2	$532K	Sell	3,495 -45	-1%	-$6.88K	0.27%	48
2024 Q1	$562K	Hold	3,540	–	–	0.29%	49
2023 Q4	$550K	Hold	3,540	–	–	0.3%	49
2023 Q3	$480K	Hold	3,540	–	–	0.34%	46
2023 Q2	$498K	Buy	3,540 +160	+5%	+$21.6K	0.35%	45
2023 Q1	$463K	Hold	3,380	–	–	0.36%	46
2022 Q4	$469K	Hold	3,380	–	–	0.34%	46
2022 Q3	$436K	Hold	3,380	–	–	0.36%	44
2022 Q2	$460K	Hold	3,380	–	–	0.39%	44
2022 Q1	$546K	Buy	3,380 +50	+2%	+$7.97K	0.4%	46
2021 Q4	$553K	Buy	+3,330	New	+$555K	0.4%	51
2018 Q4	$282K	Hold	2,625	–	–	0.43%	61
2018 Q3	$349K	Buy	2,625 +30	+1%	+$4.04K	0.36%	71
2018 Q2	$342K	Buy	2,595 +440	+20%	+$56.7K	0.39%	65
2018 Q1	$263K	Hold	2,155	–	–	0.25%	96
2017 Q4	$271K	Buy	+2,155	New	+$269K	0.26%	93

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

Gator Capital Management's IWN Position: Q2 2026 in Review

Gator Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,375 shares worth $525K. The position accounts for 0.11% of the portfolio, ranked #59.

Gator Capital Management first reported a position in IWN in Q4 2017 and has held it in 24 quarters since. The position peaked at $583K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Gator Capital Management held 2,375 shares of iShares Russell 2000 Value ETF worth $525K as of Q2 2026.
Gator Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.11% of Gator Capital Management's portfolio in Q2 2026, its #59 holding.
Gator Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 24 quarters since.
Gator Capital Management's iShares Russell 2000 Value ETF position peaked at $583K in Q3 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.