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HM Payson & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

HM Payson & Co’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 		$243K Hold
1,100
– – ﹤0.01% 418
2026
Q1 		$209K Hold
1,100
– – ﹤0.01% 424
2025
Q4 		$199K Hold
1,100
– – ﹤0.01% 421
2025
Q3 		$194K Sell
1,100
-348
-24% -$58.8K ﹤0.01% 431
2025
Q2 		$228K Buy
1,448
+149
+11% +$22.2K ﹤0.01% 392
2025
Q1 		$196K Sell
1,299
-55
-4% -$8.88K ﹤0.01% 415
2024
Q4 		$222K Hold
1,354
– – ﹤0.01% 402
2024
Q3 		$226K Buy
1,354
+55
+4% +$8.94K ﹤0.01% 389
2024
Q2 		$198K Hold
1,299
– – ﹤0.01% 401
2024
Q1 		$206K Hold
1,299
– – ﹤0.01% 393
2023
Q4 		$202K Hold
1,299
– – ﹤0.01% 384
2023
Q3 		$176K Hold
1,299
– – ﹤0.01% 397
2023
Q2 		$183K Hold
1,299
– – ﹤0.01% 386
2023
Q1 		$178K Sell
1,299
-220
-14% -$31.9K ﹤0.01% 388
2022
Q4 		$211K Buy
1,519
+220
+17% +$31.1K 0.01% 359
2022
Q3 		$167K Hold
1,299
– – ﹤0.01% 400
2022
Q2 		$177K Hold
1,299
– – ﹤0.01% 394
2022
Q1 		$210K Hold
1,299
– – ﹤0.01% 393
2021
Q4 		$216K Buy
1,299
+1,287
+10,725% +$214K ﹤0.01% 388
2021
Q3 		$2K Hold
12
– – ﹤0.01% 1002
2021
Q2 		$2K Hold
12
– – ﹤0.01% 998
2021
Q1 		$2K Hold
12
– – ﹤0.01% 1047
2020
Q4 		$2K Buy
+12
New +$1.42K ﹤0.01% 1017

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

HM Payson & Co's IWN Position: Q2 2026 in Review

HM Payson & Co held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,100 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

HM Payson & Co first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • HM Payson & Co held 1,100 shares of iShares Russell 2000 Value ETF worth $243K as of Q2 2026.
  • HM Payson & Co left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #418 holding.
  • HM Payson & Co first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.