JP Morgan Chase
IWN icon

JP Morgan Chase’s iShares Russell 2000 Value ETF IWN Stock Holding History

JP Morgan Chase’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
Q2 		$101M Sell
454,981
-9,384
-2% -$1.96M 0.01% 1068
2026
Q1 		$85.8M Buy
464,365
+24,897
+6% +$4.82M 0.01% 1061
2025
Q4 		$79.6M Buy
439,468
+5,141
+1% +$923K 0.01% 1056
2025
Q3 		$76.8M Sell
434,327
-88,949
-17% -$15M ﹤0.01% 1133
2025
Q2 		$82.6M Buy
523,276
+47,361
+10% +$7.05M 0.01% 1037
2025
Q1 		$71.9M Sell
475,915
-136,398
-22% -$22M 0.01% 1099
2024
Q4 		$101M Sell
612,313
-19,894
-3% -$3.4M 0.01% 933
2024
Q3 		$105M Buy
632,207
+70,123
+12% +$11.4M 0.01% 930
2024
Q2 		$85.6M Sell
562,084
-119,498
-18% -$18.3M 0.01% 981
2024
Q1 		$108M Buy
681,582
+12,702
+2% +$1.92M 0.01% 906
2023
Q4 		$104M Buy
668,880
+207,612
+45% +$28.8M 0.01% 859
2023
Q3 		$62.5M Sell
461,268
-62,324
-12% -$8.94M 0.01% 1011
2023
Q2 		$73.7M Sell
523,592
-957,415
-65% -$129M 0.01% 965
2023
Q1 		$203M Buy
1,481,007
+617,023
+71% +$89.4M 0.02% 542
2022
Q4 		$120M Sell
863,984
-356,189
-29% -$50.3M 0.02% 709
2022
Q3 		$157M Buy
1,220,173
+71,891
+6% +$10.4M 0.02% 564
2022
Q2 		$156M Buy
1,148,282
+190,487
+20% +$28.3M 0.02% 585
2022
Q1 		$155M Buy
957,795
+89,571
+10% +$14.3M 0.02% 651
2021
Q4 		$144M Buy
868,224
+20,826
+2% +$3.47M 0.02% 705
2021
Q3 		$136M Buy
847,398
+422,221
+99% +$67.8M 0.02% 725
2021
Q2 		$70.5M Sell
425,177
-161,779
-28% -$26.7M 0.01% 1062
2021
Q1 		$93.6M Sell
586,956
-340,523
-37% -$51.5M 0.01% 872
2020
Q4 		$122M Buy
927,479
+645,551
+229% +$76.2M 0.02% 709
2020
Q3 		$27.9M Buy
281,928
+14,503
+5% +$1.47M ﹤0.01% 1278
2020
Q2 		$26.1M Buy
267,425
+9,261
+4% +$842K 0.01% 1209
2020
Q1 		$21.2M Buy
258,164
+65,258
+34% +$7.32M 0.01% 1221
2019
Q4 		$24.8M Sell
192,906
-31,738
-14% -$3.92M ﹤0.01% 1422
2019
Q3 		$26.8M Buy
224,644
+73,612
+49% +$8.69M 0.01% 1373
2019
Q2 		$18M Sell
151,032
-6,246
-4% -$754K ﹤0.01% 1641
2019
Q1 		$18.9M Sell
157,278
-15,009
-9% -$1.79M ﹤0.01% 1585
2018
Q4 		$18.5M Buy
172,287
+33,875
+24% +$4.08M ﹤0.01% 1541
2018
Q3 		$18.4M Buy
138,412
+665
+0.5% +$89.6K ﹤0.01% 1729
2018
Q2 		$18.2M Sell
137,747
-3,531
-2% -$455K ﹤0.01% 1666
2018
Q1 		$17.2M Sell
141,278
-2,563
-2% -$321K ﹤0.01% 1618
2017
Q4 		$18.1M Buy
143,841
+90,233
+168% +$11.3M ﹤0.01% 1651
2017
Q3 		$6.65M Sell
53,608
-34,754
-39% -$4.1M ﹤0.01% 2332
2017
Q2 		$10.5M Buy
88,362
+26,573
+43% +$3.12M ﹤0.01% 1933
2017
Q1 		$7.3M Buy
61,789
+2,636
+4% +$313K ﹤0.01% 2155
2016
Q4 		$7.04M Sell
59,153
-1,563
-3% -$173K ﹤0.01% 2178
2016
Q3 		$6.36M Sell
60,716
-857
-1% -$87.8K ﹤0.01% 2081
2016
Q2 		$5.99M Sell
61,573
-3,416
-5% -$325K ﹤0.01% 2167
2016
Q1 		$6.06M Buy
64,989
+1,710
+3% +$148K ﹤0.01% 2096
2015
Q4 		$5.82M Sell
63,279
-256,566
-80% -$24.4M ﹤0.01% 2128
2015
Q3 		$28.8M Sell
319,845
-675,234
-68% -$64.8M 0.01% 1041
2015
Q2 		$101M Buy
995,079
+839,593
+540% +$86.4M 0.02% 598
2015
Q1 		$16M Sell
155,486
-1,440,749
-90% -$145M ﹤0.01% 1594
2014
Q4 		$162M Buy
1,596,235
+90,763
+6% +$8.9M 0.04% 477
2014
Q3 		$141M Buy
1,505,472
+613,696
+69% +$60.7M 0.03% 513
2014
Q2 		$92.1M Sell
891,776
-8,601
-1% -$855K 0.02% 604
2014
Q1 		$90.8M Sell
900,377
-24,414
-3% -$2.41M 0.03% 582
2013
Q4 		$92M Buy
924,791
+107,013
+13% +$10.2M 0.03% 562
2013
Q3 		$74.9M Buy
817,778
+9,222
+1% +$831K 0.02% 630
2013
Q2 		$69.5M Buy
+808,556
New +$68.5M 0.02% 636

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B 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 $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

JP Morgan Chase's IWN Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Russell 2000 Value ETF (IWN) stake by 2% in Q2 2026, selling an estimated $1.96M and leaving 454,981 shares worth $101M. The position accounts for 0.01% of the portfolio, ranked #1068.

JP Morgan Chase first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $203M in Q1 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • JP Morgan Chase held 454,981 shares of iShares Russell 2000 Value ETF worth $101M as of Q2 2026.
  • JP Morgan Chase sold 9,384 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.96M.
  • iShares Russell 2000 Value ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1068 holding.
  • JP Morgan Chase first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Russell 2000 Value ETF position peaked at $203M in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.