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Ledyard National Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ledyard National Bank’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
-1,375
Closed -$243K – 242
2025
Q3 		$243K Hold
1,375
– – 0.02% 203
2025
Q2 		$217K Hold
1,375
– – 0.02% 208
2025
Q1 		$208K Sell
1,375
-452
-25% -$73K 0.02% 210
2024
Q4 		$300K Buy
1,827
+574
+46% +$98K 0.03% 176
2024
Q3 		$209K Buy
+1,253
New +$204K 0.02% 217
2019
Q1 		– Sell
-361
Closed -$39K – 461
2018
Q4 		$39K Hold
361
– – 0.01% 439
2018
Q3 		$48K Hold
361
– – 0.01% 428
2018
Q2 		$48K Hold
361
– – 0.01% 435
2018
Q1 		$44K Hold
361
– – 0.01% 455
2017
Q4 		$45K Hold
361
– – 0.01% 469
2017
Q3 		$45K Hold
361
– – 0.01% 458
2017
Q2 		$43K Hold
361
– – 0.01% 423
2017
Q1 		$43K Hold
361
– – 0.01% 428
2016
Q4 		$43K Hold
361
– – 0.01% 328
2016
Q3 		$38K Hold
361
– – 0.01% 340
2016
Q2 		$35K Hold
361
– – 0.01% 331
2016
Q1 		$34K Buy
361
+174
+93% +$15.1K 0.01% 365
2015
Q4 		$17K Hold
187
– – ﹤0.01% 455
2015
Q3 		$17K Hold
187
– – ﹤0.01% 433
2015
Q2 		$19K Hold
187
– – ﹤0.01% 427
2015
Q1 		$19K Hold
187
– – ﹤0.01% 411
2014
Q4 		$19K Hold
187
– – ﹤0.01% 429
2014
Q3 		$17K Hold
187
– – ﹤0.01% 404
2014
Q2 		$19K Hold
187
– – ﹤0.01% 384
2014
Q1 		$19K Buy
+187
New +$18.4K ﹤0.01% 372

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ledyard National Bank's IWN Position: Q4 2025 in Review

Ledyard National Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,375 shares — an estimated $243K sold.

Ledyard National Bank first reported a position in IWN in Q1 2014 and held it in 25 quarters. The position peaked at $300K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Ledyard National Bank reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ledyard National Bank sold 1,375 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $243K.
  • Ledyard National Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and held it in 25 quarters.
  • Ledyard National Bank's iShares Russell 2000 Value ETF position peaked at $300K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Ledyard National Bank's 13F filing for Q4 2025, filed 21 Jan 2026.