NW
IWN icon

NewEdge Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

NewEdge Wealth’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 		$1.08M Sell
5,702
-5,013
-47% -$970K 0.01% 606
2025
Q4 		$1.94M Buy
10,715
+5,059
+89% +$909K 0.02% 455
2025
Q3 		$1M Hold
5,656
– – 0.01% 571
2025
Q2 		$909K Buy
5,656
+1,442
+34% +$215K 0.01% 558
2025
Q1 		$636K Sell
4,214
-2,305
-35% -$372K 0.01% 575
2024
Q4 		$1.07M Buy
6,519
+2,470
+61% +$422K 0.02% 466
2024
Q3 		$675K Buy
4,049
+631
+18% +$103K 0.01% 552
2024
Q2 		$521K Sell
3,418
-204
-6% -$31.2K 0.01% 540
2024
Q1 		$554K Buy
3,622
+204
+6% +$30.9K 0.01% 539
2023
Q4 		$531K Sell
3,418
-647
-16% -$89.6K 0.01% 503
2023
Q3 		$551K Sell
4,065
-1,077
-21% -$154K 0.02% 450
2023
Q2 		$724K Sell
5,142
-847
-14% -$115K 0.02% 406
2023
Q1 		$821K Buy
5,989
+2,634
+79% +$382K 0.03% 341
2022
Q4 		$465K Sell
3,355
-155
-4% -$21.9K 0.02% 379
2022
Q3 		$453K Buy
3,510
+1,688
+93% +$244K 0.02% 366
2022
Q2 		$248K Sell
1,822
-5,497
-75% -$818K 0.01% 495
2022
Q1 		$1.18M Sell
7,319
-7,466
-50% -$1.19M 0.05% 205
2021
Q4 		$2.46M Buy
+14,785
New +$2.46M 0.1% 151

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

NewEdge Wealth's IWN Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 47% in Q1 2026, selling an estimated $970K and leaving 5,702 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #606.

NewEdge Wealth first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • NewEdge Wealth held 5,702 shares of iShares Russell 2000 Value ETF worth $1.08M as of Q1 2026.
  • NewEdge Wealth sold 5,013 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $970K.
  • iShares Russell 2000 Value ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #606 holding.
  • NewEdge Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares Russell 2000 Value ETF position peaked at $2.46M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.