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
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

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return