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

Glenview 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
Q2 		$207K Buy
+937
New +$196K ﹤0.01% 498
2020
Q1 		– Sell
-1,655
Closed -$213K – 330
2019
Q4 		$213K Buy
+1,655
New +$205K 0.01% 328

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Glenview Trust's IWN Position: Q2 2026 in Review

Glenview Trust opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 937 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Glenview Trust previously reported a position in IWN as recently as Q4 2019.

Glenview Trust first reported a position in IWN in Q4 2019 and has held it in 2 quarters since. The position peaked at $213K in Q4 2019. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Glenview Trust held 937 shares of iShares Russell 2000 Value ETF worth $207K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Glenview Trust position in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #498 holding.
  • Glenview Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 2 quarters since.
  • Glenview Trust's iShares Russell 2000 Value ETF position peaked at $213K in Q4 2019.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.