Greenspring Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Greenspring Advisors’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 Q1	$1.28M	Buy	6,737 +3	+0%	+$581	0.08%	111
2025 Q4	$1.22M	Buy	+6,734	New	+$1.21M	0.07%	111
2023 Q2	–	Sell	-1,776	Closed	-$243K	–	101
2023 Q1	$243K	Sell	1,776 -154	-8%	-$22.3K	0.05%	108
2022 Q4	$268K	Hold	1,930	–	–	0.07%	91
2022 Q3	$249K	Hold	1,930	–	–	0.08%	90
2022 Q2	$263K	Hold	1,930	–	–	0.08%	90
2022 Q1	$312K	Hold	1,930	–	–	0.08%	78
2021 Q4	$320K	Buy	+1,930	New	+$322K	0.08%	83

Other funds holding IWN

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Greenspring Advisors's IWN Position: Q1 2026 in Review

Greenspring Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.04% in Q1 2026, buying an estimated $581 and bringing the position to 6,737 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #111.

Greenspring Advisors first reported a position in IWN in Q4 2021 and has held it in 8 quarters since. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Greenspring Advisors held 6,737 shares of iShares Russell 2000 Value ETF worth $1.28M as of Q1 2026.
Greenspring Advisors bought 3 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $581.
iShares Russell 2000 Value ETF made up 0.08% of Greenspring Advisors's portfolio in Q1 2026, its #111 holding.
Greenspring Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 8 quarters since.
1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.