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Parallel Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Parallel Advisors’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 		$2.29M Buy
12,091
+254
+2% +$49.2K 0.04% 271
2025
Q4 		$2.15M Buy
11,837
+302
+3% +$54.2K 0.04% 281
2025
Q3 		$2.04M Buy
11,535
+1,638
+17% +$277K 0.04% 281
2025
Q2 		$1.56M Sell
9,897
-81
-0.8% -$12.1K 0.03% 317
2025
Q1 		$1.51M Buy
9,978
+447
+5% +$72.2K 0.03% 306
2024
Q4 		$1.56M Buy
9,531
+2
+0% +$341 0.04% 287
2024
Q3 		$1.59M Buy
9,529
+1
+0% +$162 0.04% 287
2024
Q2 		$1.45M Buy
9,528
+108
+1% +$16.5K 0.04% 282
2024
Q1 		$1.5M Buy
9,420
+480
+5% +$72.7K 0.04% 277
2023
Q4 		$1.39M Buy
8,940
+2
+0% +$277 0.04% 275
2023
Q3 		$1.21M Sell
8,938
-2,084
-19% -$299K 0.04% 279
2023
Q2 		$1.55M Sell
11,022
-691
-6% -$93.4K 0.05% 239
2023
Q1 		$1.6M Buy
11,713
+161
+1% +$23.3K 0.05% 233
2022
Q4 		$1.6M Buy
11,552
+894
+8% +$126K 0.07% 188
2022
Q3 		$1.37M Sell
10,658
-2,438
-19% -$352K 0.06% 193
2022
Q2 		$1.78M Sell
13,096
-163
-1% -$24.3K 0.08% 154
2022
Q1 		$2.16M Sell
13,259
-333
-2% -$53.1K 0.09% 158
2021
Q4 		$2.26M Sell
13,592
-2,471
-15% -$412K 0.08% 159
2021
Q3 		$2.57M Sell
16,063
-492
-3% -$79K 0.1% 144
2021
Q2 		$2.74M Sell
16,555
-336
-2% -$55.4K 0.12% 134
2021
Q1 		$2.69M Sell
16,891
-353
-2% -$53.4K 0.13% 119
2020
Q4 		$2.27M Hold
17,244
– – 0.12% 130
2020
Q3 		$1.71M Sell
17,244
-35
-0.2% -$3.56K 0.11% 142
2020
Q2 		$1.68M Sell
17,279
-5
-0% -$455 0.11% 140
2020
Q1 		$1.42M Sell
17,284
-3,283
-16% -$368K 0.11% 131
2019
Q4 		$2.65M Buy
20,567
+2,549
+14% +$315K 0.2% 90
2019
Q3 		$2.15M Buy
18,018
+12,656
+236% +$1.49M 0.18% 95
2019
Q2 		$646K Buy
5,362
+2,294
+75% +$277K 0.06% 200
2019
Q1 		$368K Hold
3,068
– – 0.04% 271
2018
Q4 		$329K Buy
3,068
+1,604
+110% +$193K 0.05% 262
2018
Q3 		$195K Buy
1,464
+24
+2% +$3.23K 0.02% 392
2018
Q2 		$189K Hold
1,440
– – 0.03% 368
2018
Q1 		$176K Hold
1,440
– – 0.03% 360
2017
Q4 		$181K Hold
1,440
– – 0.03% 347
2017
Q3 		$175K Hold
1,440
– – 0.03% 344
2017
Q2 		$172K Sell
1,440
-98
-6% -$11.5K 0.03% 346
2017
Q1 		$181K Buy
1,538
+117
+8% +$13.9K 0.04% 312
2016
Q4 		$169K Buy
+1,421
New +$157K 0.04% 275

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

Parallel Advisors's IWN Position: Q1 2026 in Review

Parallel Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q1 2026, buying an estimated $49.2K and bringing the position to 12,091 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #271.

Parallel Advisors first reported a position in IWN in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.74M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Parallel Advisors held 12,091 shares of iShares Russell 2000 Value ETF worth $2.29M as of Q1 2026.
  • Parallel Advisors bought 254 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $49.2K.
  • iShares Russell 2000 Value ETF made up 0.04% of Parallel Advisors's portfolio in Q1 2026, its #271 holding.
  • Parallel Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares Russell 2000 Value ETF position peaked at $2.74M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.