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Nvest Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Nvest Financial’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
2025
Q1 		– Sell
-2,018
Closed -$331K – 104
2024
Q4 		$331K Buy
2,018
+216
+12% +$36.9K 0.17% 91
2024
Q3 		$301K Buy
1,802
+151
+9% +$24.5K 0.17% 78
2024
Q2 		$251K Buy
1,651
+46
+3% +$7.04K 0.15% 79
2024
Q1 		$255K Buy
+1,605
New +$243K 0.17% 71

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nvest Financial's IWN Position: Q1 2025 in Review

Nvest Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 2,018 shares — an estimated $331K sold.

Nvest Financial first reported a position in IWN in Q1 2024 and held it in 4 quarters. The position peaked at $331K in Q4 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Nvest Financial reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Nvest Financial sold 2,018 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $331K.
  • Nvest Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 4 quarters.
  • Nvest Financial's iShares Russell 2000 Value ETF position peaked at $331K in Q4 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.