Linden Thomas Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Linden Thomas Advisory Services’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 Q1	–	Sell	-5,263	Closed	-$954K	–	545
2025 Q4	$954K	Buy	+5,263	New	+$945K	0.1%	305
2025 Q1	–	Sell	-3,717	Closed	-$610K	–	465
2024 Q4	$610K	Buy	+3,717	New	+$634K	0.08%	354
2024 Q1	–	Sell	-2,065	Closed	-$321K	–	464
2023 Q4	$321K	Buy	+2,065	New	+$286K	0.06%	366
2023 Q1	–	Sell	-5,190	Closed	-$720K	–	331
2022 Q4	$720K	Buy	+5,190	New	+$733K	0.2%	202

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Linden Thomas Advisory Services's IWN Position: Q1 2026 in Review

Linden Thomas Advisory Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 5,263 shares — an estimated $954K sold.

Linden Thomas Advisory Services first reported a position in IWN in Q4 2022 and held it in 4 quarters. The position peaked at $954K in Q4 2025. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Linden Thomas Advisory Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Linden Thomas Advisory Services sold 5,263 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $954K.
Linden Thomas Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 4 quarters.
Linden Thomas Advisory Services's iShares Russell 2000 Value ETF position peaked at $954K in Q4 2025.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q1 2026, filed 10 Apr 2026.