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Grimes & Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

Grimes & Company’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 		$2.93M Buy
13,239
+28
+0.2% +$5.86K 0.06% 165
2026
Q1 		$2.5M Sell
13,211
-1,201
-8% -$232K 0.07% 166
2025
Q4 		$2.61M Sell
14,412
-1,347
-9% -$242K 0.06% 172
2025
Q3 		$2.79M Buy
15,759
+276
+2% +$46.6K 0.07% 157
2025
Q2 		$2.44M Sell
15,483
-1,309
-8% -$195K 0.07% 150
2025
Q1 		$2.54M Sell
16,792
-116
-0.7% -$18.7K 0.08% 130
2024
Q4 		$2.78M Buy
16,908
+135
+0.8% +$23K 0.08% 130
2024
Q3 		$2.8M Buy
16,773
+43
+0.3% +$6.99K 0.08% 123
2024
Q2 		$2.55M Buy
16,730
+186
+1% +$28.4K 0.08% 124
2024
Q1 		$2.63M Buy
16,544
+595
+4% +$90.1K 0.08% 120
2023
Q4 		$2.48M Buy
15,949
+122
+0.8% +$16.9K 0.08% 122
2023
Q3 		$2.15M Hold
15,827
– – 0.08% 117
2023
Q2 		$2.23M Hold
15,827
– – 0.08% 114
2023
Q1 		$2.17M Buy
15,827
+1,227
+8% +$178K 0.09% 112
2022
Q4 		$2.02M Buy
14,600
+166
+1% +$23.4K 0.09% 123
2022
Q3 		$1.86M Buy
14,434
+589
+4% +$85.1K 0.1% 108
2022
Q2 		$1.89M Sell
13,845
-253
-2% -$37.6K 0.1% 114
2022
Q1 		$2.27M Buy
14,098
+254
+2% +$40.5K 0.12% 115
2021
Q4 		$2.3M Hold
13,844
– – 0.11% 116
2021
Q3 		$2.22M Buy
13,844
+34
+0.2% +$5.46K 0.1% 110
2021
Q2 		$2.29M Hold
13,810
– – 0.1% 109
2021
Q1 		$2.2M Buy
13,810
+3,180
+30% +$481K 0.11% 106
2020
Q4 		$1.4M Buy
10,630
+150
+1% +$17.7K 0.07% 123
2020
Q3 		$1.04M Sell
10,480
-114
-1% -$11.6K 0.07% 128
2020
Q2 		$1.03M Buy
10,594
+94
+0.9% +$8.55K 0.07% 123
2020
Q1 		$861K Sell
10,500
-18
-0.2% -$2.02K 0.08% 123
2019
Q4 		$1.35M Buy
10,518
+18
+0.2% +$2.23K 0.09% 122
2019
Q3 		$1.25M Hold
10,500
– – 0.09% 119
2019
Q2 		$1.26M Sell
10,500
-415
-4% -$50.1K 0.1% 114
2019
Q1 		$1.31M Sell
10,915
-121
-1% -$14.5K 0.1% 106
2018
Q4 		$1.19M Buy
11,036
+264
+2% +$31.8K 0.12% 99
2018
Q3 		$1.43M Hold
10,772
– – 0.11% 102
2018
Q2 		$1.42M Hold
10,772
– – 0.13% 105
2018
Q1 		$1.31M Buy
10,772
+8,153
+311% +$1.02M 0.13% 108
2017
Q4 		$329K Buy
+2,619
New +$327K 0.03% 172

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 29.2% 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

Grimes & Company's IWN Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell 2000 Value ETF (IWN) stake by 0.21% in Q2 2026, buying an estimated $5.86K and bringing the position to 13,239 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #165.

Grimes & Company first reported a position in IWN in Q4 2017 and has held it in 35 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Grimes & Company held 13,239 shares of iShares Russell 2000 Value ETF worth $2.93M as of Q2 2026.
  • Grimes & Company bought 28 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.86K.
  • iShares Russell 2000 Value ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #165 holding.
  • Grimes & Company first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.