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

HWG 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
2025 Q2	–	Sell	-515	Closed	-$77.8K	–	93
2025 Q1	$77.8K	Buy	+515	New	+$83.2K	0.03%	63
2021 Q2	$328K	Sell	1,981 -171,379	-99%	-$28.3M	0.14%	62
2021 Q1	$27.6M	Buy	+173,360	New	+$26.2M	13.77%	1

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HWG Holdings's IWN Position: Q2 2025 in Review

HWG Holdings sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 515 shares — an estimated $77.8K sold.

HWG Holdings first reported a position in IWN in Q1 2021 and held it in 3 quarters. The position peaked at $27.6M in Q1 2021. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

HWG Holdings reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 515 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $77.8K.
HWG Holdings first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 3 quarters.
HWG Holdings's iShares Russell 2000 Value ETF position peaked at $27.6M in Q1 2021.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.