Marshall Wace’s iShares Russell 2000 Value ETF IWN Stock Holding History

Marshall Wace’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	-78,224	Closed	-$14.2M	–	3457
2025 Q4	$14.2M	Buy	+78,224	New	+$14.1M	0.01%	747
2025 Q2	–	Sell	-7,673	Closed	-$1.16M	–	2923
2025 Q1	$1.16M	Buy	+7,673	New	+$1.24M	﹤0.01%	1719
2024 Q2	–	Sell	-3,426	Closed	-$544K	–	2737
2024 Q1	$544K	Buy	+3,426	New	+$519K	﹤0.01%	1899
2020 Q3	–	Sell	-2,213	Closed	-$216K	–	1753
2020 Q2	$216K	Buy	+2,213	New	+$201K	﹤0.01%	1401

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 22.9% 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 29.18% 1-Year Est. Return

Marshall Wace's IWN Position: Q1 2026 in Review

Marshall Wace sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 78,224 shares — an estimated $14.2M sold.

Marshall Wace first reported a position in IWN in Q2 2020 and held it in 4 quarters. The position peaked at $14.2M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Marshall Wace reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 78,224 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $14.2M.
Marshall Wace first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and held it in 4 quarters.
Marshall Wace's iShares Russell 2000 Value ETF position peaked at $14.2M in Q4 2025.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.