Oarsman Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Oarsman Capital’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	-890	Closed	-$146K	–	545
2024 Q4	$146K	Buy	890 +1	+0.1%	+$171	0.03%	274
2024 Q3	$148K	Buy	+889	New	+$144K	0.03%	281

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oarsman Capital's IWN Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 890 shares — an estimated $146K sold.

Oarsman Capital first reported a position in IWN in Q3 2024 and held it in 2 quarters. The position peaked at $148K in Q3 2024. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Oarsman Capital reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 890 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $146K.
Oarsman Capital first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 2 quarters.
Oarsman Capital's iShares Russell 2000 Value ETF position peaked at $148K in Q3 2024.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.