Loomis, Sayles & Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

Loomis, Sayles & Company’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	-398	Closed	-$70.4K	–	729
2025 Q3	$70.4K	Hold	398	–	–	﹤0.01%	589
2025 Q2	$62.8K	Hold	398	–	–	﹤0.01%	599
2025 Q1	$60K	Hold	398	–	–	﹤0.01%	607
2024 Q4	$65K	Buy	398 +226	+131%	+$38.6K	﹤0.01%	615
2024 Q3	$29K	Buy	+172	New	+$27.9K	﹤0.01%	666
2021 Q2	–	Sell	-700	Closed	-$112K	–	875
2021 Q1	$112K	Hold	700	–	–	﹤0.01%	551
2020 Q4	$92K	Hold	700	–	–	﹤0.01%	529
2020 Q3	$70K	Hold	700	–	–	﹤0.01%	550
2020 Q2	$68K	Hold	700	–	–	﹤0.01%	537
2020 Q1	$57K	Hold	700	–	–	﹤0.01%	553
2019 Q4	$90K	Hold	700	–	–	﹤0.01%	596
2019 Q3	$84K	Hold	700	–	–	﹤0.01%	565
2019 Q2	$84K	Hold	700	–	–	﹤0.01%	523
2019 Q1	$84K	Hold	700	–	–	﹤0.01%	553
2018 Q4	$75K	Buy	+700	New	+$84.2K	﹤0.01%	608

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

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 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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Loomis, Sayles & Company's IWN Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 398 shares — an estimated $70.4K sold.

Loomis, Sayles & Company first reported a position in IWN in Q4 2018 and held it in 15 quarters. The position peaked at $112K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Loomis, Sayles & Company reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 398 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $70.4K.
Loomis, Sayles & Company first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 15 quarters.
Loomis, Sayles & Company's iShares Russell 2000 Value ETF position peaked at $112K in Q1 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.