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MassMutual Private Wealth & Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$1.2M Sell
5,428
-269
-5% -$56.3K 0.03% 231
2026
Q1 		$1.08M Buy
5,697
+158
+3% +$30.6K 0.03% 235
2025
Q4 		$1M Sell
5,539
-173
-3% -$31.1K 0.03% 239
2025
Q3 		$1.01M Sell
5,712
-134
-2% -$22.6K 0.03% 236
2025
Q2 		$922K Sell
5,846
-66
-1% -$9.83K 0.02% 250
2025
Q1 		$893K Sell
5,912
-17
-0.3% -$2.75K 0.03% 255
2024
Q4 		$973K Sell
5,929
-32
-0.5% -$5.46K 0.03% 248
2024
Q3 		$994K Sell
5,961
-499
-8% -$81.1K 0.03% 240
2024
Q2 		$984K Sell
6,460
-64
-1% -$9.79K 0.03% 239
2024
Q1 		$1.04M Sell
6,524
-192
-3% -$29.1K 0.03% 235
2023
Q4 		$1.04M Sell
6,716
-16
-0.2% -$2.22K 0.04% 231
2023
Q3 		$913K Sell
6,732
-34
-0.5% -$4.88K 0.03% 229
2023
Q2 		$953K Sell
6,766
-952
-12% -$129K 0.03% 223
2023
Q1 		$1.06M Sell
7,718
-828
-10% -$120K 0.04% 215
2022
Q4 		$1.19M Sell
8,546
-546
-6% -$77.1K 0.05% 212
2022
Q3 		$1.17M Sell
9,092
-347
-4% -$50.2K 0.05% 212
2022
Q2 		$1.28M Sell
9,439
-123
-1% -$18.3K 0.06% 208
2022
Q1 		$1.54M Sell
9,562
-160
-2% -$25.5K 0.06% 207
2021
Q4 		$1.61M Sell
9,722
-665
-6% -$111K 0.06% 206
2021
Q3 		$1.66M Buy
10,387
+12
+0.1% +$1.93K 0.07% 190
2021
Q2 		$1.72M Sell
10,375
-61
-0.6% -$10.1K 0.07% 182
2021
Q1 		$1.66M Sell
10,436
-689
-6% -$104K 0.08% 180
2020
Q4 		$1.47M Sell
11,125
-89
-0.8% -$10.5K 0.08% 180
2020
Q3 		$1.11M Sell
11,214
-856
-7% -$86.9K 0.07% 193
2020
Q2 		$1.18M Sell
12,070
-2,231
-16% -$203K 0.08% 184
2020
Q1 		$1.17M Sell
14,301
-15,772
-52% -$1.77M 0.09% 171
2019
Q4 		$3.87M Buy
30,073
+678
+2% +$83.8K 0.24% 116
2019
Q3 		$3.51M Sell
29,395
-66
-0.2% -$7.8K 0.24% 117
2019
Q2 		$3.55M Sell
29,461
-376
-1% -$45.4K 0.25% 112
2019
Q1 		$3.58M Buy
29,837
+3,646
+14% +$436K 0.26% 104
2018
Q4 		$2.82M Sell
26,191
-698
-3% -$84K 0.24% 106
2018
Q3 		$3.58M Sell
26,889
-535
-2% -$72.1K 0.27% 97
2018
Q2 		$3.62M Sell
27,424
-484
-2% -$62.4K 0.29% 87
2018
Q1 		$3.4M Sell
27,908
-272
-1% -$34.1K 0.28% 93
2017
Q4 		$3.54M Buy
28,180
+408
+1% +$51K 0.29% 89
2017
Q3 		$3.45M Sell
27,772
-6,209
-18% -$732K 0.29% 100
2017
Q2 		$4.04M Sell
33,981
-600
-2% -$70.5K 0.36% 80
2017
Q1 		$4.09M Sell
34,581
-5,736
-14% -$681K 0.38% 78
2016
Q4 		$4.8M Buy
+40,317
New +$4.46M 0.59% 50
2016
Q2 		$4.06M Sell
41,776
-2,247
-5% -$214K 0.51% 52
2016
Q1 		$4.1M Sell
44,023
-11,218
-20% -$973K 0.55% 45
2015
Q4 		$5.08M Buy
55,241
+9,939
+22% +$944K 0.73% 31
2015
Q3 		$4.24M Buy
45,302
+89
+0.2% +$8.54K 0.89% 25
2015
Q2 		$4.67M Sell
45,213
-477
-1% -$49.1K 1.04% 23
2015
Q1 		$4.72M Buy
45,690
+44,702
+4,524% +$4.51M 0.78% 30
2014
Q4 		$100K Sell
988
-44,314
-98% -$4.34M 0.03% 219
2014
Q3 		$4.24M Buy
45,302
+44,740
+7,961% +$4.43M 0.84% 27
2014
Q2 		$58K Hold
562
– – 0.02% 218
2014
Q1 		$56.7K Buy
562
+44
+8% +$4.34K 0.03% 199
2013
Q4 		$51.5K Buy
+518
New +$49.5K 0.05% 181

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.7% in Q2 2026, selling an estimated $56.3K and leaving 5,428 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #231.

MassMutual Private Wealth & Trust first reported a position in IWN in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.08M in Q4 2015. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 5,428 shares of iShares Russell 2000 Value ETF worth $1.2M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 269 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $56.3K.
  • iShares Russell 2000 Value ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #231 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 2000 Value ETF position peaked at $5.08M in Q4 2015.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.