Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$31.4M Sell
141,743
-91,389
-39% -$19.1M 0.1% 154
2026
Q1 		$44.2M Sell
233,132
-236,312
-50% -$45.7M 0.13% 130
2025
Q4 		$85.1M Buy
469,444
+268,684
+134% +$48.3M 0.23% 107
2025
Q3 		$35.5M Buy
200,760
+67,903
+51% +$11.5M 0.09% 161
2025
Q2 		$21M Sell
132,857
-48,106
-27% -$7.16M 0.05% 194
2025
Q1 		$27.3M Sell
180,963
-3,213
-2% -$519K 0.07% 174
2024
Q4 		$30.3M Buy
184,176
+96,180
+109% +$16.4M 0.07% 171
2024
Q3 		$14.7M Sell
87,996
-96,417
-52% -$15.7M 0.03% 215
2024
Q2 		$28.1M Buy
184,413
+76,634
+71% +$11.7M 0.07% 177
2024
Q1 		$17.1M Sell
107,779
-82,639
-43% -$12.5M 0.04% 212
2023
Q4 		$29.6M Buy
190,418
+40,197
+27% +$5.57M 0.07% 169
2023
Q3 		$20.4M Buy
150,221
+41,923
+39% +$6.01M 0.06% 185
2023
Q2 		$15.3M Sell
108,298
-44,989
-29% -$6.08M 0.04% 222
2023
Q1 		$21M Sell
153,287
-338,361
-69% -$49M 0.06% 189
2022
Q4 		$68.2M Buy
491,648
+279,222
+131% +$39.4M 0.21% 118
2022
Q3 		$27.4M Sell
212,426
-144,024
-40% -$20.8M 0.09% 157
2022
Q2 		$48.5M Buy
356,450
+147,637
+71% +$22M 0.15% 132
2022
Q1 		$33.7M Sell
208,813
-87,249
-29% -$13.9M 0.09% 159
2021
Q4 		$49.2M Buy
296,062
+139,595
+89% +$23.3M 0.11% 151
2021
Q3 		$25.1M Buy
156,467
+68,525
+78% +$11M 0.06% 178
2021
Q2 		$14.6M Buy
87,942
+5,624
+7% +$928K 0.04% 219
2021
Q1 		$13.1M Sell
82,318
-71,845
-47% -$10.9M 0.04% 217
2020
Q4 		$20.3M Buy
154,163
+54,805
+55% +$6.47M 0.06% 181
2020
Q3 		$9.87M Buy
99,358
+37,321
+60% +$3.79M 0.04% 219
2020
Q2 		$5.7M Sell
62,037
-55,406
-47% -$5.04M 0.02% 219
2020
Q1 		$9.67M Sell
117,443
-34,885
-23% -$3.91M 0.06% 175
2019
Q4 		$19.6M Buy
152,328
+43,824
+40% +$5.42M 0.09% 139
2019
Q3 		$13M Sell
108,504
-8,974
-8% -$1.06M 0.07% 161
2019
Q2 		$14.2M Buy
117,478
+55,592
+90% +$6.71M 0.08% 146
2019
Q1 		$7.42M Sell
61,886
-481,454
-89% -$57.5M 0.04% 180
2018
Q4 		$58.4M Buy
543,340
+506,767
+1,386% +$61M 0.4% 70
2018
Q3 		$4.87M Buy
36,573
+8,864
+32% +$1.19M 0.03% 207
2018
Q2 		$3.66M Sell
27,709
-10,406
-27% -$1.34M 0.02% 215
2018
Q1 		$4.65M Sell
38,115
-191,561
-83% -$24M 0.03% 202
2017
Q4 		$28.9M Buy
229,676
+205,576
+853% +$25.7M 0.23% 96
2017
Q3 		$2.99M Buy
24,100
+5,569
+30% +$656K 0.03% 219
2017
Q2 		$2.2M Sell
18,531
-5,787
-24% -$680K 0.02% 245
2017
Q1 		$2.87M Sell
24,318
-2,623
-10% -$311K 0.03% 224
2016
Q4 		$3.2M Buy
26,941
+24,654
+1,078% +$2.72M 0.04% 211
2016
Q3 		$240K Sell
2,287
-12,735
-85% -$1.31M ﹤0.01% 327
2016
Q2 		$1.46M Buy
15,022
+12,735
+557% +$1.21M 0.02% 257
2016
Q1 		$213K Sell
2,287
-42,166
-95% -$3.66M ﹤0.01% 314
2015
Q4 		$4.09M Buy
44,453
+41,203
+1,268% +$3.91M 0.07% 170
2015
Q3 		$293K Buy
3,250
+860
+36% +$82.5K 0.01% 310
2015
Q2 		$244K Sell
2,390
-110,800
-98% -$11.4M ﹤0.01% 291
2015
Q1 		$11.7M Buy
113,190
+108,020
+2,089% +$10.9M 0.18% 132
2014
Q4 		$526K Buy
5,170
+2,407
+87% +$236K 0.01% 278
2014
Q3 		$259K Buy
2,763
+323
+13% +$32K ﹤0.01% 295
2014
Q2 		$252K Hold
2,440
– – ﹤0.01% 296
2014
Q1 		$246K Sell
2,440
-3,968
-62% -$391K ﹤0.01% 288
2013
Q4 		$638K Buy
6,408
+3,338
+109% +$319K 0.01% 242
2013
Q3 		$281K Hold
3,070
– – 0.01% 263
2013
Q2 		$264K Buy
+3,070
New +$260K 0.01% 255

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

Kayne Anderson Rudnick Investment Management's IWN Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 39% in Q2 2026, selling an estimated $19.1M and leaving 141,743 shares worth $31.4M. The position accounts for 0.1% of the portfolio, ranked #154.

Kayne Anderson Rudnick Investment Management first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $85.1M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 141,743 shares of iShares Russell 2000 Value ETF worth $31.4M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 91,389 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19.1M.
  • iShares Russell 2000 Value ETF made up 0.1% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #154 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Russell 2000 Value ETF position peaked at $85.1M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.