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Luts & Greenleigh Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Luts & Greenleigh Group’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 		$1.61M Buy
8,476
+213
+3% +$41.2K 1.27% 15
2025
Q4 		$1.5M Buy
8,263
+80
+1% +$14.4K 1.27% 18
2025
Q3 		$1.45M Sell
8,183
-97
-1% -$16.4K 1.3% 17
2025
Q2 		$1.31M Buy
8,280
+891
+12% +$133K 1.25% 17
2025
Q1 		$1.12M Sell
7,389
-25
-0.3% -$4.04K 1.11% 20
2024
Q4 		$1.22M Buy
7,414
+110
+2% +$18.8K 1.2% 18
2024
Q3 		$1.22M Buy
7,304
+110
+2% +$17.9K 1.17% 19
2024
Q2 		$1.1M Buy
+7,194
New +$1.1M 1.14% 19
2023
Q4 		$1.15M Sell
7,420
-260
-3% -$36K 1.45% 13
2023
Q3 		$1.04M Buy
7,680
+493
+7% +$70.7K 1.29% 18
2023
Q2 		$1.01M Buy
7,187
+653
+10% +$88.3K 1.25% 18
2023
Q1 		$895K Sell
6,534
-1,346
-17% -$195K 1.14% 17
2022
Q4 		$1.09M Buy
+7,880
New +$1.11M 1.38% 16

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Luts & Greenleigh Group's IWN Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares Russell 2000 Value ETF (IWN) stake by 2.6% in Q1 2026, buying an estimated $41.2K and bringing the position to 8,476 shares worth $1.61M. The position accounts for 1.27% of the portfolio, ranked #15.

Luts & Greenleigh Group first reported a position in IWN in Q4 2022 and has held it in 13 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Luts & Greenleigh Group held 8,476 shares of iShares Russell 2000 Value ETF worth $1.61M as of Q1 2026.
  • Luts & Greenleigh Group bought 213 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $41.2K.
  • iShares Russell 2000 Value ETF made up 1.27% of Luts & Greenleigh Group's portfolio in Q1 2026, its #15 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.