Perkins Coie Trust Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

Perkins Coie Trust Company’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 Q2	$34.3K	Hold	155	–	–	0.01%	185
2026 Q1	$29.4K	Hold	155	–	–	0.01%	188
2025 Q4	$28.1K	Hold	155	–	–	0.01%	191
2025 Q3	$27.4K	Hold	155	–	–	0.01%	191
2025 Q2	$24.5K	Hold	155	–	–	﹤0.01%	220
2025 Q1	$23.4K	Hold	155	–	–	0.01%	220
2024 Q4	$25.4K	Hold	155	–	–	0.01%	209
2024 Q3	$25.9K	Hold	155	–	–	0.01%	211
2024 Q2	$23.6K	Hold	155	–	–	0.01%	210
2024 Q1	$24.6K	Hold	155	–	–	0.01%	181
2023 Q4	$24.1K	Hold	155	–	–	0.01%	182
2023 Q3	$21K	Hold	155	–	–	0.01%	193
2023 Q2	$21.8K	Sell	155 -30	-16%	-$4.06K	0.01%	152
2023 Q1	$25.3K	Hold	185	–	–	0.01%	155
2022 Q4	$25.7K	Hold	185	–	–	0.01%	147
2022 Q3	$24K	Hold	185	–	–	0.01%	154
2022 Q2	$25K	Hold	185	–	–	0.01%	153
2022 Q1	$30K	Hold	185	–	–	0.01%	160
2021 Q4	$31K	Hold	185	–	–	0.01%	159
2021 Q3	$30K	Sell	185 -110	-37%	-$17.7K	0.01%	174
2021 Q2	$49K	Hold	295	–	–	0.02%	157
2021 Q1	$47K	Hold	295	–	–	0.02%	150
2020 Q4	$39K	Hold	295	–	–	0.01%	163
2020 Q3	$29K	Hold	295	–	–	0.01%	166
2020 Q2	$29K	Hold	295	–	–	0.01%	172
2020 Q1	$24K	Hold	295	–	–	0.01%	193
2019 Q4	$38K	Hold	295	–	–	0.02%	192
2019 Q3	$35K	Hold	295	–	–	0.02%	194
2019 Q2	$36K	Hold	295	–	–	0.02%	189
2019 Q1	$35K	Sell	295 -73	-20%	-$8.72K	0.02%	188
2018 Q4	$40K	Hold	368	–	–	0.02%	170
2018 Q3	$49K	Hold	368	–	–	0.02%	171
2018 Q2	$49K	Hold	368	–	–	0.02%	168
2018 Q1	$45K	Hold	368	–	–	0.02%	176
2017 Q4	$46K	Sell	368 -65	-15%	-$8.13K	0.02%	176
2017 Q3	$54K	Hold	433	–	–	0.03%	161
2017 Q2	$51K	Hold	433	–	–	0.03%	165
2017 Q1	$51K	Sell	433 -76	-15%	-$9.02K	0.03%	151
2016 Q4	$61K	Buy	509 +360	+242%	+$39.8K	0.04%	137
2016 Q3	$16K	Hold	149	–	–	0.01%	195
2016 Q2	$14K	Hold	149	–	–	0.01%	198
2016 Q1	$14K	Hold	149	–	–	0.01%	198
2015 Q4	$14K	Hold	149	–	–	0.01%	191
2015 Q3	$13K	Hold	149	–	–	0.01%	195
2015 Q2	$15K	Hold	149	–	–	0.01%	198
2015 Q1	$15K	Hold	149	–	–	0.01%	197
2014 Q4	$15K	Hold	149	–	–	0.01%	187
2014 Q3	$14K	Buy	+149	New	+$14.7K	0.01%	192

Other funds holding IWN

DADC

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

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

Perkins Coie Trust Company's IWN Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 155 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #185.

Perkins Coie Trust Company first reported a position in IWN in Q3 2014 and has held it in 48 quarters since. The position peaked at $61K in Q4 2016. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Perkins Coie Trust Company held 155 shares of iShares Russell 2000 Value ETF worth $34.3K as of Q2 2026.
Perkins Coie Trust Company left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #185 holding.
Perkins Coie Trust Company first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and has held it in 48 quarters since.
Perkins Coie Trust Company's iShares Russell 2000 Value ETF position peaked at $61K in Q4 2016.
330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.