Kovitz Investment Group Partners
IWN icon

Kovitz Investment Group Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-68,394
Closed -$12.1M – 887
2025
Q3 		$12.1M Sell
68,394
-744
-1% -$126K 0.05% 297
2025
Q2 		$10.9M Buy
69,138
+4,819
+7% +$718K 0.05% 294
2025
Q1 		$9.71M Sell
64,319
-3,599
-5% -$581K 0.05% 274
2024
Q4 		$11.2M Buy
67,918
+2,168
+3% +$370K 0.05% 246
2024
Q3 		$1.65M Sell
65,750
-4,145
-6% -$673K 0.01% 523
2024
Q2 		$10.6M Buy
69,895
+59,910
+600% +$9.16M 0.09% 169
2024
Q1 		$1.59M Buy
9,985
+98
+1% +$14.8K 0.02% 329
2023
Q4 		$1.54M Buy
9,887
+136
+1% +$18.8K 0.03% 250
2023
Q3 		$1.32M Sell
9,751
-191
-2% -$27.4K 0.02% 256
2023
Q2 		$1.4M Buy
9,942
+818
+9% +$111K 0.02% 265
2023
Q1 		$1.25M Buy
9,124
+326
+4% +$47.2K 0.02% 267
2022
Q4 		$1.22M Sell
8,798
-44
-0.5% -$6.21K 0.02% 256
2022
Q3 		$1.14M Sell
8,842
-120
-1% -$17.3K 0.03% 257
2022
Q2 		$1.22M Sell
8,962
-532
-6% -$79.2K 0.03% 260
2022
Q1 		$1.53M Buy
9,494
+3,826
+68% +$610K 0.03% 249
2021
Q4 		$747K Buy
5,668
+2,453
+76% +$409K 0.02% 311
2021
Q3 		$515K Sell
3,215
-788
-20% -$127K 0.01% 351
2021
Q2 		$664K Sell
4,003
-786
-16% -$130K 0.01% 343
2021
Q1 		$764K Sell
4,789
-654
-12% -$98.8K 0.02% 305
2020
Q4 		$717K Sell
5,443
-363
-6% -$42.8K 0.02% 309
2020
Q3 		$577K Sell
5,806
-90
-2% -$9.14K 0.02% 312
2020
Q2 		$575K Sell
5,896
-5,015
-46% -$456K 0.02% 299
2020
Q1 		$895K Sell
10,911
-550
-5% -$61.7K 0.03% 253
2019
Q4 		$1.47M Sell
11,461
-10
-0.1% -$1.24K 0.04% 223
2019
Q3 		$1.37M Sell
11,471
-240
-2% -$28.3K 0.04% 229
2019
Q2 		$1.41M Buy
11,711
+37
+0.3% +$4.47K 0.04% 233
2019
Q1 		$1.4M Buy
+11,674
New +$1.39M 0.04% 235
2018
Q2 		– Sell
-2,029
Closed -$247K – 145
2018
Q1 		$247K Hold
2,029
– – 0.01% 135
2017
Q4 		$255K Buy
+2,029
New +$254K 0.01% 145

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's IWN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 68,394 shares — an estimated $12.1M sold.

Kovitz Investment Group Partners first reported a position in IWN in Q4 2017 and held it in 29 quarters. The position peaked at $12.1M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 68,394 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $12.1M.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 29 quarters.
  • Kovitz Investment Group Partners's iShares Russell 2000 Value ETF position peaked at $12.1M in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.