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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
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

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. 984 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.
  • 984 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.