Janney Montgomery Scott
IWN icon

Janney Montgomery Scott’s iShares Russell 2000 Value ETF IWN Stock Holding History

Janney Montgomery Scott’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 		$2.68M Buy
14,143
+379
+3% +$73.4K 0.01% 1139
2025
Q4 		$2.49M Sell
13,764
-1,220
-8% -$219K 0.01% 1239
2025
Q3 		$2.65M Sell
14,984
-459
-3% -$77.5K 0.01% 1189
2025
Q2 		$2.44M Sell
15,443
-3,521
-19% -$524K 0.01% 1126
2025
Q1 		$2.86M Sell
18,964
-2,086
-10% -$337K 0.01% 1012
2024
Q4 		$3.46M Buy
21,050
+1,629
+8% +$278K 0.01% 918
2024
Q3 		$3.24M Buy
19,421
+1,451
+8% +$236K 0.01% 918
2024
Q2 		$2.74M Buy
17,970
+797
+5% +$122K 0.01% 958
2024
Q1 		$2.73M Sell
17,173
-8,671
-34% -$1.31M 0.01% 1015
2023
Q4 		$4.01M Buy
25,844
+513
+2% +$71.1K 0.01% 814
2023
Q3 		$3.43M Buy
25,331
+1,424
+6% +$204K 0.01% 810
2023
Q2 		$3.37M Sell
23,907
-6,090
-20% -$823K 0.01% 843
2023
Q1 		$4.11M Sell
29,997
-2,162
-7% -$313K 0.02% 690
2022
Q4 		$4.46M Sell
32,159
-12,996
-29% -$1.83M 0.02% 715
2022
Q3 		$5.82M Buy
45,155
+10,991
+32% +$1.59M 0.02% 556
2022
Q2 		$4.73M Buy
+34,164
New +$5.08M 0.02% 616
2022
Q1 		– Sell
-46,486
Closed -$7.72M – 2335
2021
Q4 		$7.72M Buy
46,486
+797
+2% +$133K 0.03% 478
2021
Q3 		$7.32M Buy
45,689
+5,930
+15% +$953K 0.03% 475
2021
Q2 		$6.59M Sell
39,759
-13,667
-26% -$2.25M 0.03% 502
2021
Q1 		$8.52M Buy
53,426
+4,706
+10% +$711K 0.04% 373
2020
Q4 		$6.42M Buy
48,720
+32,553
+201% +$3.84M 0.03% 463
2020
Q3 		$1.61M Sell
16,167
-1,242
-7% -$126K 0.01% 883
2020
Q2 		$1.7M Sell
17,409
-11,170
-39% -$1.02M 0.01% 828
2020
Q1 		$2.34M Sell
28,579
-36,491
-56% -$4.09M 0.02% 633
2019
Q4 		$8.37M Sell
65,070
-58,580
-47% -$7.24M 0.05% 324
2019
Q3 		$14.8M Sell
123,650
-4,784
-4% -$565K 0.11% 211
2019
Q2 		$15.5M Sell
128,434
-2,929
-2% -$354K 0.12% 194
2019
Q1 		$15.8M Sell
131,363
-1,041
-0.8% -$124K 0.13% 182
2018
Q4 		$14.2M Buy
132,404
+2,731
+2% +$329K 0.14% 169
2018
Q3 		$17.2M Buy
129,673
+113,817
+718% +$15.3M 0.15% 154
2018
Q2 		$2.09M Buy
15,856
+7,476
+89% +$963K 0.02% 662
2018
Q1 		$1.02M Sell
8,380
-1,760
-17% -$220K 0.01% 952
2017
Q4 		$1.27M Sell
10,140
-22
-0.2% -$2.75K 0.01% 840
2017
Q3 		$1.26M Sell
10,162
-185
-2% -$21.8K 0.01% 813
2017
Q2 		$1.23M Sell
10,347
-18,780
-64% -$2.21M 0.02% 785
2017
Q1 		$3.44M Buy
29,127
+20,840
+251% +$2.47M 0.05% 386
2016
Q4 		$986K Buy
8,287
+711
+9% +$78.6K 0.01% 781
2016
Q3 		$794K Sell
7,576
-7,640
-50% -$783K 0.01% 757
2016
Q2 		$1.48M Buy
15,216
+8,092
+114% +$771K 0.03% 335
2016
Q1 		$664K Buy
7,124
+489
+7% +$42.4K 0.02% 654
2015
Q4 		$610K Sell
6,635
-1,533
-19% -$146K 0.02% 720
2015
Q3 		$736K Sell
8,168
-36
-0.4% -$3.46K 0.02% 649
2015
Q2 		$836K Buy
8,204
+284
+4% +$29.2K 0.02% 873
2015
Q1 		$817K Buy
7,920
+476
+6% +$48K 0.02% 1016
2014
Q4 		$757K Buy
7,444
+19
+0.3% +$1.86K 0.02% 1011
2014
Q3 		$695K Buy
7,425
+1,927
+35% +$191K 0.01% 1047
2014
Q2 		$568K Sell
5,498
-299
-5% -$29.7K 0.01% 1147
2014
Q1 		$585K Buy
5,797
+1,695
+41% +$167K 0.01% 1020
2013
Q4 		$408K Buy
4,102
+477
+13% +$45.6K 0.01% 1222
2013
Q3 		$332K Buy
+3,625
New +$327K 0.01% 1267

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 $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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 $29.2B AUM 22.81% 1-Year Est. Return

Janney Montgomery Scott's IWN Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Russell 2000 Value ETF (IWN) stake by 2.8% in Q1 2026, buying an estimated $73.4K and bringing the position to 14,143 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #1139.

Janney Montgomery Scott first reported a position in IWN in Q3 2013 and has held it in 50 quarters since. The position peaked at $17.2M in Q3 2018. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Janney Montgomery Scott held 14,143 shares of iShares Russell 2000 Value ETF worth $2.68M as of Q1 2026.
  • Janney Montgomery Scott bought 379 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $73.4K.
  • iShares Russell 2000 Value ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1139 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's iShares Russell 2000 Value ETF position peaked at $17.2M in Q3 2018.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.