MML Investors Services
IWN icon

MML Investors Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

MML Investors Services’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 		$5.46M Sell
28,796
-4,402
-13% -$852K 0.02% 776
2025
Q4 		$6.02M Buy
33,198
+5,452
+20% +$979K 0.01% 774
2025
Q3 		$4.91M Sell
27,746
-2,061
-7% -$348K 0.01% 830
2025
Q2 		$4.7M Sell
29,807
-3,122
-9% -$465K 0.01% 818
2025
Q1 		$4.97M Sell
32,929
-1,064
-3% -$172K 0.02% 726
2024
Q4 		$5.58M Buy
33,993
+4,642
+16% +$792K 0.02% 661
2024
Q3 		$4.9M Buy
29,351
+2,293
+8% +$373K 0.02% 696
2024
Q2 		$4.12M Sell
27,058
-3,844
-12% -$588K 0.02% 719
2024
Q1 		$4.91M Sell
30,902
-1,004
-3% -$152K 0.02% 647
2023
Q4 		$4.96M Sell
31,906
-1,250
-4% -$173K 0.02% 596
2023
Q3 		$4.49M Sell
33,156
-8,762
-21% -$1.26M 0.02% 585
2023
Q2 		$5.9M Buy
41,918
+1,431
+4% +$193K 0.03% 472
2023
Q1 		$5.55M Sell
40,487
-20,012
-33% -$2.9M 0.04% 433
2022
Q4 		$8.39M Sell
60,499
-992
-2% -$140K 0.06% 346
2022
Q3 		$7.93M Sell
61,491
-12,899
-17% -$1.86M 0.06% 306
2022
Q2 		$10.1M Sell
74,390
-6,368
-8% -$948K 0.08% 256
2022
Q1 		$13M Buy
80,758
+3,791
+5% +$604K 0.09% 233
2021
Q4 		$12.8M Buy
76,967
+3,067
+4% +$511K 0.09% 230
2021
Q3 		$11.8M Buy
73,900
+119
+0.2% +$19.1K 0.09% 238
2021
Q2 		$12.2M Buy
73,781
+10,959
+17% +$1.81M 0.1% 219
2021
Q1 		$10M Sell
62,822
-10,239
-14% -$1.55M 0.1% 235
2020
Q4 		$9.63M Sell
73,061
-2,365
-3% -$279K 0.1% 201
2020
Q3 		$7.49M Sell
75,426
-6,596
-8% -$670K 0.09% 209
2020
Q2 		$7.99M Sell
82,022
-3,643
-4% -$331K 0.11% 199
2020
Q1 		$7.03M Buy
85,665
+15,882
+23% +$1.78M 0.12% 192
2019
Q4 		$8.97M Sell
69,783
-7,772
-10% -$961K 0.13% 182
2019
Q3 		$9.26M Sell
77,555
-8,317
-10% -$982K 0.15% 159
2019
Q2 		$10.3M Buy
85,872
+3,128
+4% +$378K 0.15% 163
2019
Q1 		$9.92M Sell
82,744
-1,523
-2% -$182K 0.15% 161
2018
Q4 		$9.06M Buy
84,267
+9,186
+12% +$1.11M 0.16% 152
2018
Q3 		$9.99M Buy
75,081
+17,400
+30% +$2.34M 0.17% 149
2018
Q2 		$7.61M Sell
57,681
-21,928
-28% -$2.83M 0.17% 144
2018
Q1 		$9.7M Buy
79,609
+505
+0.6% +$63.2K 0.21% 118
2017
Q4 		$9.95M Sell
79,104
-118
-0.1% -$14.7K 0.19% 116
2017
Q3 		$9.83M Sell
79,222
-161,283
-67% -$19M 0.2% 111
2017
Q2 		$28.6M Buy
+240,505
New +$28.3M 0.55% 48

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

MML Investors Services's IWN Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 13% in Q1 2026, selling an estimated $852K and leaving 28,796 shares worth $5.46M. The position accounts for 0.02% of the portfolio, ranked #776.

MML Investors Services first reported a position in IWN in Q2 2017 and has held it in 36 quarters since. The position peaked at $28.6M in Q2 2017. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • MML Investors Services held 28,796 shares of iShares Russell 2000 Value ETF worth $5.46M as of Q1 2026.
  • MML Investors Services sold 4,402 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $852K.
  • iShares Russell 2000 Value ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #776 holding.
  • MML Investors Services first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Russell 2000 Value ETF position peaked at $28.6M in Q2 2017.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.