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Midwest Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Midwest 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 		$3.5M Sell
15,839
-566
-3% -$118K 0.04% 241
2026
Q1 		$3.11M Buy
16,405
+219
+1% +$42.4K 0.04% 246
2025
Q4 		$2.93M Sell
16,186
-455
-3% -$81.7K 0.04% 250
2025
Q3 		$2.94M Sell
16,641
-340
-2% -$57.4K 0.04% 250
2025
Q2 		$2.68M Buy
+16,981
New +$2.53M 0.04% 255

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Midwest Trust's IWN Position: Q2 2026 in Review

Midwest Trust reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q2 2026, selling an estimated $118K and leaving 15,839 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #241.

Midwest Trust first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Midwest Trust held 15,839 shares of iShares Russell 2000 Value ETF worth $3.5M as of Q2 2026.
  • Midwest Trust sold 566 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $118K.
  • iShares Russell 2000 Value ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #241 holding.
  • Midwest Trust first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.