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

Hoese & 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
2025
Q2 		– Sell
-158
Closed -$23.9K – 162
2025
Q1 		$23.9K Hold
158
– – 0.02% 96
2024
Q4 		$25.9K Buy
+158
New +$27K 0.02% 98

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hoese & Co's IWN Position: Q2 2025 in Review

Hoese & Co sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 158 shares — an estimated $23.9K sold.

Hoese & Co first reported a position in IWN in Q4 2024 and held it in 2 quarters. The position peaked at $25.9K in Q4 2024. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Hoese & Co reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 158 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $23.9K.
  • Hoese & Co first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 2 quarters.
  • Hoese & Co's iShares Russell 2000 Value ETF position peaked at $25.9K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.