Kennedy Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kennedy Capital 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
2025 Q1	–	Sell	-1,794	Closed	-$295K	–	673
2024 Q4	$295K	Buy	+1,794	New	+$306K	0.01%	650
2023 Q4	–	Sell	-1,477	Closed	-$200K	–	698
2023 Q3	$200K	Buy	+1,477	New	+$212K	﹤0.01%	655
2023 Q1	–	Sell	-2,239	Closed	-$310K	–	629
2022 Q4	$310K	Buy	+2,239	New	+$316K	0.01%	583
2017 Q4	–	Sell	-28,791	Closed	-$3.57M	–	760
2017 Q3	$3.57M	Buy	+28,791	New	+$3.39M	0.06%	523

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kennedy Capital Management's IWN Position: Q1 2025 in Review

Kennedy Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,794 shares — an estimated $295K sold.

Kennedy Capital Management first reported a position in IWN in Q3 2017 and held it in 4 quarters. The position peaked at $3.57M in Q3 2017. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Kennedy Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Kennedy Capital Management sold 1,794 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $295K.
Kennedy Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2017 and held it in 4 quarters.
Kennedy Capital Management's iShares Russell 2000 Value ETF position peaked at $3.57M in Q3 2017.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Kennedy Capital Management's 13F filing for Q1 2025, filed 13 May 2025.