Jeffrey Smith
IWN icon

Jeffrey Smith’s iShares Russell 2000 Value ETF IWN Stock Holding History

Jeffrey Smith’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
2020
Q3 		– Sell
-2,220,000
Closed -$6.25M – 23
2020
Q2 		$6.25M Buy
+2,220,000
New +$202M 0.22% 18

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Jeffrey Smith's IWN Position: Q4 2024 in Review

Jeffrey Smith sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 1,355,000 shares — an estimated $226M sold.

Jeffrey Smith first reported a position in IWN in Q2 2013 and held it in 33 quarters. The position peaked at $280M in Q4 2023. 1,059 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Jeffrey Smith reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jeffrey Smith sold 1,355,000 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $226M.
  • Jeffrey Smith first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 33 quarters.
  • Jeffrey Smith's iShares Russell 2000 Value ETF position peaked at $280M in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Starboard Value's 13F filing for Q4 2024, filed 14 Feb 2025.