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

Greenleaf 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	$353K	Buy	+1,594	New	+$334K	﹤0.01%	618
2025 Q1	–	Sell	-1,653	Closed	-$271K	–	814
2024 Q4	$271K	Buy	1,653 +106	+7%	+$18.1K	﹤0.01%	685
2024 Q3	$258K	Buy	+1,547	New	+$251K	﹤0.01%	717
2019 Q2	–	Sell	-1,843	Closed	-$221K	–	550
2019 Q1	$221K	Buy	+1,843	New	+$220K	﹤0.01%	473
2018 Q4	–	Sell	-1,609	Closed	-$214K	–	520
2018 Q3	$214K	Hold	1,609	–	–	﹤0.01%	487
2018 Q2	$212K	Buy	+1,609	New	+$207K	﹤0.01%	466
2018 Q1	–	Sell	-1,609	Closed	-$202K	–	599
2017 Q4	$202K	Buy	+1,609	New	+$201K	﹤0.01%	425

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 29.18% 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

Greenleaf Trust's IWN Position: Q2 2026 in Review

Greenleaf Trust opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,594 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in IWN as recently as Q4 2024.

Greenleaf Trust first reported a position in IWN in Q4 2017 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Greenleaf Trust held 1,594 shares of iShares Russell 2000 Value ETF worth $353K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Greenleaf Trust position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #618 holding.
Greenleaf Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 7 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.