HSBC Holdings
IWN icon

HSBC Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

HSBC Holdings’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 		$163M Buy
859,009
+813,425
+1,784% +$157M 0.09% 230
2025
Q4 		$8.26M Buy
45,584
+36,910
+426% +$6.63M ﹤0.01% 1033
2025
Q3 		$1.53M Sell
8,674
-41,072
-83% -$6.93M ﹤0.01% 1608
2025
Q2 		$7.85M Sell
49,746
-4,330
-8% -$645K ﹤0.01% 979
2025
Q1 		$8.16M Buy
54,076
+2,136
+4% +$345K 0.01% 955
2024
Q4 		$8.53M Buy
51,940
+3,911
+8% +$667K 0.01% 976
2024
Q3 		$8.01M Sell
48,029
-40,779
-46% -$6.62M ﹤0.01% 971
2024
Q2 		$13.5M Buy
88,808
+38,640
+77% +$5.91M 0.01% 780
2024
Q1 		$7.97M Buy
50,168
+582
+1% +$88.1K 0.01% 959
2023
Q4 		$7.7M Sell
49,586
-11,025
-18% -$1.53M 0.01% 991
2023
Q3 		$8.22M Sell
60,611
-2,207
-4% -$316K 0.01% 895
2023
Q2 		$8.85M Sell
62,818
-6,108
-9% -$826K 0.01% 850
2023
Q1 		$9.44M Sell
68,926
-10,233
-13% -$1.48M 0.01% 878
2022
Q4 		$11M Buy
79,159
+15,691
+25% +$2.22M 0.01% 911
2022
Q3 		$8.19M Sell
63,468
-5,345
-8% -$773K 0.01% 976
2022
Q2 		$9.37M Sell
68,813
-1,487
-2% -$221K 0.01% 930
2022
Q1 		$11.3M Sell
70,300
-1,832
-3% -$292K 0.01% 833
2021
Q4 		$12M Sell
72,132
-5,030
-7% -$838K 0.01% 881
2021
Q3 		$12.4M Sell
77,162
-7,784
-9% -$1.25M 0.01% 800
2021
Q2 		$14.1M Buy
84,946
+1,570
+2% +$259K 0.02% 739
2021
Q1 		$13.3M Sell
83,376
-10,816
-11% -$1.63M 0.02% 722
2020
Q4 		$12.4M Buy
94,192
+207
+0.2% +$24.4K 0.02% 727
2020
Q3 		$9.34M Sell
93,985
-3,312
-3% -$336K 0.01% 734
2020
Q2 		$9.48M Sell
97,297
-5,878
-6% -$535K 0.02% 666
2020
Q1 		$8.46M Buy
103,175
+1,628
+2% +$183K 0.02% 647
2019
Q4 		$13.1M Sell
101,547
-8,108
-7% -$1M 0.02% 703
2019
Q3 		$13.1M Sell
109,655
-22,161
-17% -$2.62M 0.02% 713
2019
Q2 		$15.9M Buy
131,816
+20,710
+19% +$2.5M 0.03% 609
2019
Q1 		$13.3M Sell
111,106
-26,262
-19% -$3.14M 0.02% 656
2018
Q4 		$14.8M Buy
137,368
+5,225
+4% +$629K 0.03% 626
2018
Q3 		$17.6M Buy
132,143
+926
+0.7% +$125K 0.03% 604
2018
Q2 		$17.3M Sell
131,217
-16,694
-11% -$2.15M 0.03% 547
2018
Q1 		$18M Buy
147,911
+20,603
+16% +$2.58M 0.03% 592
2017
Q4 		$16M Sell
127,308
-1,144
-0.9% -$143K 0.02% 562
2017
Q3 		$16M Buy
128,452
+10,691
+9% +$1.26M 0.03% 629
2017
Q2 		$14M Buy
117,761
+13,128
+13% +$1.54M 0.03% 627
2017
Q1 		$12.4M Buy
104,633
+8,888
+9% +$1.05M 0.03% 647
2016
Q4 		$11.4M Buy
95,745
+702
+0.7% +$77.6K 0.03% 676
2016
Q3 		$9.95M Buy
95,043
+2,271
+2% +$233K 0.02% 677
2016
Q2 		$9.03M Sell
92,772
-3,213
-3% -$306K 0.02% 687
2016
Q1 		$8.94M Buy
95,985
+10,878
+13% +$944K 0.03% 696
2015
Q4 		$7.82M Buy
85,107
+1,833
+2% +$174K 0.02% 778
2015
Q3 		$7.5M Sell
83,274
-1,179
-1% -$113K 0.02% 694
2015
Q2 		$8.61M Sell
84,453
-2,435
-3% -$251K 0.02% 674
2015
Q1 		$8.97M Buy
86,888
+147
+0.2% +$14.8K 0.02% 715
2014
Q4 		$8.82M Buy
86,741
+1,580
+2% +$155K 0.02% 721
2014
Q3 		$7.97M Sell
85,161
-1,205
-1% -$119K 0.02% 726
2014
Q2 		$8.92M Buy
86,366
+3,245
+4% +$323K 0.02% 675
2014
Q1 		$8.38M Sell
83,121
-1,434
-2% -$141K 0.02% 631
2013
Q4 		$8.41M Sell
84,555
-593
-0.7% -$56.6K 0.02% 685
2013
Q3 		$7.8M Buy
85,148
+1,668
+2% +$150K 0.02% 702
2013
Q2 		$7.17M Buy
+83,480
New +$7.07M 0.02% 597

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 22.94% 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

HSBC Holdings's IWN Position: Q1 2026 in Review

HSBC Holdings increased its iShares Russell 2000 Value ETF (IWN) stake by 1,784% in Q1 2026, buying an estimated $157M and bringing the position to 859,009 shares worth $163M. The position accounts for 0.09% of the portfolio, ranked #230.

HSBC Holdings first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. 1,031 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • HSBC Holdings held 859,009 shares of iShares Russell 2000 Value ETF worth $163M as of Q1 2026.
  • HSBC Holdings bought 813,425 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $157M.
  • iShares Russell 2000 Value ETF made up 0.09% of HSBC Holdings's portfolio in Q1 2026, its #230 holding.
  • HSBC Holdings first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.