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Howe & Rusling’s iShares Russell 2000 Value ETF IWN Stock Holding History

Howe & Rusling’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 		$368K Sell
1,943
-165
-8% -$31.9K 0.02% 210
2025
Q4 		$382K Hold
2,108
– – 0.03% 206
2025
Q3 		$373K Sell
2,108
-150
-7% -$25.3K 0.03% 207
2025
Q2 		$356K Buy
2,258
+150
+7% +$22.3K 0.03% 207
2025
Q1 		$318K Hold
2,108
– – 0.03% 205
2024
Q4 		$346K Sell
2,108
-52
-2% -$8.87K 0.03% 198
2024
Q3 		$360K Sell
2,160
-315
-13% -$51.2K 0.03% 196
2024
Q2 		$377K Buy
2,475
+367
+17% +$56.1K 0.03% 177
2024
Q1 		$335K Hold
2,108
– – 0.03% 194
2023
Q4 		$327K Hold
2,108
– – 0.03% 176
2023
Q3 		$286K Sell
2,108
-50
-2% -$7.17K 0.03% 180
2023
Q2 		$304K Sell
2,158
-39
-2% -$5.27K 0.03% 178
2023
Q1 		$301K Sell
2,197
-21
-0.9% -$3.04K 0.04% 178
2022
Q4 		$308K Buy
2,218
+85
+4% +$12K 0.04% 163
2022
Q3 		$275K Hold
2,133
– – 0.04% 170
2022
Q2 		$290K Sell
2,133
-25
-1% -$3.72K 0.04% 162
2022
Q1 		$348K Buy
2,158
+50
+2% +$7.97K 0.04% 148
2021
Q4 		$350K Hold
2,108
– – 0.04% 149
2021
Q3 		$338K Sell
2,108
-62
-3% -$9.96K 0.04% 147
2021
Q2 		$360K Hold
2,170
– – 0.05% 136
2021
Q1 		$346K Sell
2,170
-34
-2% -$5.14K 0.05% 128
2020
Q4 		$290K Hold
2,204
– – 0.04% 133
2020
Q3 		$219K Sell
2,204
-139
-6% -$14.1K 0.04% 143
2020
Q2 		$228K Buy
2,343
+39
+2% +$3.55K 0.04% 128
2020
Q1 		$189K Hold
2,304
– – 0.04% 143
2019
Q4 		$296K Sell
2,304
-1
-0% -$124 0.05% 158
2019
Q3 		$275K Buy
2,305
+170
+8% +$20.1K 0.05% 165
2019
Q2 		$257K Hold
2,135
– – 0.04% 168
2019
Q1 		$256K Hold
2,135
– – 0.04% 167
2018
Q4 		$230K Buy
+2,135
New +$257K 0.05% 146
2018
Q2 		– Sell
-949
Closed -$116K – 876
2018
Q1 		$116K Buy
+949
New +$119K 0.02% 200
2017
Q1 		– Sell
-10
Closed -$1K – 1031
2016
Q4 		$1K Hold
10
– – ﹤0.01% 965
2016
Q3 		$1K Buy
+10
New +$1.02K ﹤0.01% 963

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Howe & Rusling's IWN Position: Q1 2026 in Review

Howe & Rusling reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.8% in Q1 2026, selling an estimated $31.9K and leaving 1,943 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #210.

Howe & Rusling first reported a position in IWN in Q3 2016 and has held it in 33 quarters since. The position peaked at $382K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Howe & Rusling held 1,943 shares of iShares Russell 2000 Value ETF worth $368K as of Q1 2026.
  • Howe & Rusling sold 165 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $31.9K.
  • iShares Russell 2000 Value ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #210 holding.
  • Howe & Rusling first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 33 quarters since.
  • Howe & Rusling's iShares Russell 2000 Value ETF position peaked at $382K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.