John Overdeck’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $442K | Sell |
2,000
-66,975
| -97% | -$14M | ﹤0.01% | 4247 |
|
|
2026
Q1 | $13.1M | Buy |
68,975
+32,478
| +89% | +$6.29M | 0.01% | 1229 |
|
|
2025
Q4 | $6.61M | Sell |
36,497
-78,503
| -68% | -$14.1M | 0.01% | 1451 |
|
|
2025
Q3 | $20.3M | Buy |
115,000
+113,500
| +7,567% | +$19.2M | 0.03% | 628 |
|
|
2025
Q2 | $237K | Sell |
1,500
-97,600
| -98% | -$14.5M | ﹤0.01% | 2866 |
|
|
2025
Q1 | $15M | Buy |
99,100
+41,600
| +72% | +$6.72M | 0.03% | 600 |
|
|
2024
Q4 | $9.44M | Buy |
57,500
+49,700
| +637% | +$8.48M | 0.02% | 778 |
|
|
2024
Q3 | $1.3M | Sell |
7,800
-72,100
| -90% | -$11.7M | ﹤0.01% | 1959 |
|
|
2024
Q2 | $12.2M | Sell |
79,900
-31,100
| -28% | -$4.76M | 0.03% | 634 |
|
|
2024
Q1 | $17.6M | Sell |
111,000
-27,300
| -20% | -$4.13M | 0.04% | 475 |
|
|
2023
Q4 | $21.5M | Buy |
138,300
+99,100
| +253% | +$13.7M | 0.05% | 406 |
|
|
2023
Q3 | $5.31M | Buy |
+39,200
| New | +$5.62M | 0.01% | 876 |
|
|
2022
Q2 | – | Sell |
-13,600
| Closed | -$2.19M | – | 2726 |
|
|
2022
Q1 | $2.19M | Buy |
+13,600
| New | +$2.17M | 0.01% | 1307 |
|
|
2019
Q3 | – | Sell |
-2,631
| Closed | -$317K | – | 3627 |
|
|
2019
Q2 | $317K | Sell |
2,631
-40,569
| -94% | -$4.9M | ﹤0.01% | 2838 |
|
|
2019
Q1 | $5.18M | Buy |
43,200
+12,100
| +39% | +$1.45M | 0.02% | 941 |
|
|
2018
Q4 | $3.34M | Buy |
+31,100
| New | +$3.74M | 0.01% | 990 |
|
|
2018
Q1 | – | Sell |
-24,200
| Closed | -$3.04M | – | 3330 |
|
|
2017
Q4 | $3.04M | Buy |
+24,200
| New | +$3.02M | 0.01% | 1200 |
|
|
2017
Q1 | – | Sell |
-12,310
| Closed | -$1.46M | – | 3099 |
|
|
2016
Q4 | $1.46M | Buy |
+12,310
| New | +$1.36M | 0.01% | 1728 |
|
|
2016
Q3 | – | Sell |
-23,374
| Closed | -$2.27M | – | 3230 |
|
|
2016
Q2 | $2.27M | Sell |
23,374
-82,758
| -78% | -$7.88M | 0.01% | 1182 |
|
|
2016
Q1 | $9.89M | Buy |
106,132
+17,132
| +19% | +$1.49M | 0.05% | 446 |
|
|
2015
Q4 | $8.19M | Buy |
+89,000
| New | +$8.45M | 0.04% | 495 |
|
|
2015
Q2 | – | Sell |
-9,953
| Closed | -$1.03M | – | 2935 |
|
|
2015
Q1 | $1.03M | Sell |
9,953
-146,477
| -94% | -$14.8M | ﹤0.01% | 1566 |
|
|
2014
Q4 | $15.9M | Buy |
+156,430
| New | +$15.3M | 0.09% | 286 |
|
|
2014
Q2 | – | Sell |
-4,932
| Closed | -$497K | – | 2247 |
|
|
2014
Q1 | $497K | Sell |
4,932
-116,095
| -96% | -$11.4M | ﹤0.01% | 1480 |
|
|
2013
Q4 | $12M | Buy |
+121,027
| New | +$11.6M | 0.07% | 374 |
|
Other funds holding IWN
TWIM
DADC
TCIIS
VNIM
John Overdeck's IWN Position: Q2 2026 in Review
John Overdeck reduced its iShares Russell 2000 Value ETF (IWN) stake by 97% in Q2 2026, selling an estimated $14M and leaving 2,000 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.
John Overdeck first reported a position in IWN in Q4 2013 and has held it in 25 quarters since. The position peaked at $21.5M in Q4 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.
- John Overdeck held 2,000 shares of iShares Russell 2000 Value ETF worth $442K as of Q2 2026.
- John Overdeck sold 66,975 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $14M.
- iShares Russell 2000 Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4247 holding.
- John Overdeck first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 25 quarters since.
- John Overdeck's iShares Russell 2000 Value ETF position peaked at $21.5M in Q4 2023.
- 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.