Mariner
IWN icon

Mariner’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mariner’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 		$30.1M Sell
159,270
-8,974
-5% -$1.74M 0.04% 367
2025
Q4 		$30.5M Buy
168,244
+8,228
+5% +$1.48M 0.04% 341
2025
Q3 		$28.3M Sell
160,016
-3,054
-2% -$516K 0.04% 348
2025
Q2 		$25.7M Sell
163,070
-8,916
-5% -$1.33M 0.04% 353
2025
Q1 		$26M Buy
171,986
+6,391
+4% +$1.03M 0.04% 325
2024
Q4 		$27.2M Sell
165,595
-3,583
-2% -$611K 0.05% 305
2024
Q3 		$28.2M Buy
169,178
+950
+0.6% +$154K 0.05% 293
2024
Q2 		$25.6M Sell
168,228
-4,111
-2% -$629K 0.05% 295
2024
Q1 		$27.4M Sell
172,339
-26,980
-14% -$4.09M 0.06% 269
2023
Q4 		$31M Buy
199,319
+38,729
+24% +$5.36M 0.07% 224
2023
Q3 		$21.8M Sell
160,590
-801
-0.5% -$115K 0.06% 265
2023
Q2 		$22.7M Buy
161,391
+117
+0.1% +$15.8K 0.06% 262
2023
Q1 		$22.1M Sell
161,274
-3,082
-2% -$447K 0.06% 267
2022
Q4 		$22.8M Buy
164,356
+11,395
+7% +$1.61M 0.07% 255
2022
Q3 		$19.7M Buy
152,961
+17,456
+13% +$2.52M 0.08% 233
2022
Q2 		$18.4M Buy
135,505
+12,455
+10% +$1.85M 0.08% 238
2022
Q1 		$19.9M Sell
123,050
-4,763
-4% -$759K 0.08% 236
2021
Q4 		$21.2M Sell
127,813
-1,979
-2% -$330K 0.09% 211
2021
Q3 		$20.8M Buy
129,792
+60,901
+88% +$9.78M 0.11% 192
2021
Q2 		$11.4M Buy
68,891
+3,172
+5% +$523K 0.07% 228
2021
Q1 		$10.5M Sell
65,719
-6,268
-9% -$947K 0.07% 223
2020
Q4 		$9.48M Buy
71,987
+22,378
+45% +$2.64M 0.07% 220
2020
Q3 		$4.93M Sell
49,609
-10,406
-17% -$1.06M 0.05% 265
2020
Q2 		$5.85M Buy
60,015
+3,700
+7% +$337K 0.06% 243
2020
Q1 		$4.99M Sell
56,315
-2,340
-4% -$263K 0.06% 236
2019
Q4 		$7.54M Sell
58,655
-1,905
-3% -$236K 0.08% 213
2019
Q3 		$7.23M Sell
60,560
-323
-0.5% -$38.2K 0.09% 202
2019
Q2 		$7.34M Buy
60,883
+11,471
+23% +$1.39M 0.09% 210
2019
Q1 		$5.92M Sell
49,412
-8,394
-15% -$1M 0.08% 207
2018
Q4 		$6.22M Buy
57,806
+15,706
+37% +$1.89M 0.11% 191
2018
Q3 		$5.6M Sell
42,100
-1,570
-4% -$211K 0.14% 150
2018
Q2 		$5.76M Buy
43,670
+10,230
+31% +$1.32M 0.16% 135
2018
Q1 		$4.08M Sell
33,440
-1,847
-5% -$231K 0.15% 135
2017
Q4 		$4.44M Buy
35,287
+7,669
+28% +$959K 0.17% 113
2017
Q3 		$3.43M Buy
27,618
+355
+1% +$41.8K 0.16% 112
2017
Q2 		$3.24M Buy
27,263
+14,655
+116% +$1.72M 0.15% 119
2017
Q1 		$1.49M Buy
12,608
+404
+3% +$47.9K 0.06% 224
2016
Q4 		$1.45M Sell
12,204
-53
-0.4% -$5.86K 0.07% 229
2016
Q3 		$1.28M Buy
12,257
+55
+0.5% +$5.64K 0.06% 235
2016
Q2 		$1.19M Sell
12,202
-2,997
-20% -$285K 0.06% 229
2016
Q1 		$1.42M Sell
15,199
-17
-0.1% -$1.48K 0.08% 196
2015
Q4 		$1.4M Buy
15,216
+12,910
+560% +$1.23M 0.09% 182
2015
Q3 		$208K Hold
2,306
– – 0.01% 473
2015
Q2 		$235K Hold
2,306
– – 0.01% 457
2015
Q1 		$238K Sell
2,306
-1,365
-37% -$138K 0.02% 343
2014
Q4 		$373K Buy
3,671
+104
+3% +$10.2K 0.03% 271
2014
Q3 		$334K Buy
3,567
+823
+30% +$81.5K 0.04% 259
2014
Q2 		$283K Sell
2,744
-9
-0.3% -$895 0.03% 282
2014
Q1 		$278K Buy
2,753
+128
+5% +$12.6K 0.04% 260
2013
Q4 		$261K Buy
2,625
+244
+10% +$23.3K 0.03% 295
2013
Q3 		$218K Sell
2,381
-78
-3% -$7.03K 0.04% 277
2013
Q2 		$211K Buy
+2,459
New +$208K 0.04% 247

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

Mariner's IWN Position: Q1 2026 in Review

Mariner reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.3% in Q1 2026, selling an estimated $1.74M and leaving 159,270 shares worth $30.1M. The position accounts for 0.04% of the portfolio, ranked #367.

Mariner first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Mariner held 159,270 shares of iShares Russell 2000 Value ETF worth $30.1M as of Q1 2026.
  • Mariner sold 8,974 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.74M.
  • iShares Russell 2000 Value ETF made up 0.04% of Mariner's portfolio in Q1 2026, its #367 holding.
  • Mariner first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Mariner's iShares Russell 2000 Value ETF position peaked at $31M in Q4 2023.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.