National Bank of Canada’s iShares Russell 2000 Value ETF IWN Stock Holding History

National Bank of Canada’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	$17.2M	Buy	90,807 +88,665	+4,139%	+$17.2M	0.02%	531
2025 Q4	$388K	Buy	2,142 +65	+3%	+$11.7K	﹤0.01%	1427
2025 Q3	$367K	Sell	2,077 -10	-0.5%	-$1.69K	﹤0.01%	1408
2025 Q2	$329K	Buy	2,087 +229	+12%	+$34.1K	﹤0.01%	1496
2025 Q1	$281K	Sell	1,858 -38	-2%	-$6.14K	﹤0.01%	1453
2024 Q4	$311K	Sell	1,896 -149	-7%	-$25.4K	﹤0.01%	1519
2024 Q3	$341K	Buy	2,045 +90	+5%	+$14.6K	﹤0.01%	1271
2024 Q2	$294K	Buy	1,955 +24	+1%	+$3.67K	﹤0.01%	1270
2024 Q1	$301K	Buy	1,931 +786	+69%	+$119K	﹤0.01%	1339
2023 Q4	$177K	Buy	1,145 +50	+5%	+$6.93K	﹤0.01%	1461
2023 Q3	$145K	Sell	1,095 -305	-22%	-$43.7K	﹤0.01%	1551
2023 Q2	$197K	Sell	1,400 -95,061	-99%	-$12.9M	﹤0.01%	1466
2023 Q1	$12.3M	Buy	96,461 +6,508	+7%	+$943K	0.03%	386
2022 Q4	$12.5M	Sell	89,953 -2,503	-3%	-$353K	0.03%	373
2022 Q3	$11.8M	Sell	92,456 -884	-0.9%	-$128K	0.06%	327
2022 Q2	$12.7M	Sell	93,340 -144	-0.2%	-$21.4K	0.06%	344
2022 Q1	$15M	Sell	93,484 -5,740	-6%	-$915K	0.04%	361
2021 Q4	$16.5M	Buy	+99,224	New	+$16.5M	0.06%	272

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $18.1B AUM 24.63% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

National Bank of Canada's IWN Position: Q1 2026 in Review

National Bank of Canada increased its iShares Russell 2000 Value ETF (IWN) stake by 4,139% in Q1 2026, buying an estimated $17.2M and bringing the position to 90,807 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #531.

National Bank of Canada first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

National Bank of Canada held 90,807 shares of iShares Russell 2000 Value ETF worth $17.2M as of Q1 2026.
National Bank of Canada bought 88,665 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $17.2M.
iShares Russell 2000 Value ETF made up 0.02% of National Bank of Canada's portfolio in Q1 2026, its #531 holding.
National Bank of Canada first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.