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Pinnacle Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Pinnacle Associates’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 		$875K Buy
4,616
+157
+4% +$30.4K 0.01% 543
2025
Q4 		$808K Buy
4,459
+281
+7% +$50.5K 0.01% 555
2025
Q3 		$739K Sell
4,178
-263
-6% -$44.4K 0.01% 564
2025
Q2 		$701K Buy
4,441
+35
+0.8% +$5.21K 0.01% 569
2025
Q1 		$665K Buy
4,406
+116
+3% +$18.7K 0.01% 557
2024
Q4 		$704K Sell
4,290
-3,503
-45% -$598K 0.01% 538
2024
Q3 		$1.21M Buy
7,793
+3,913
+101% +$636K 0.02% 436
2024
Q2 		$591K Buy
3,880
+2
+0.1% +$306 0.01% 554
2024
Q1 		$616K Sell
3,878
-3,915
-50% -$593K 0.01% 549
2023
Q4 		$1.21M Buy
7,793
+4,852
+165% +$672K 0.02% 443
2023
Q3 		$399K Buy
2,941
+530
+22% +$76K 0.01% 596
2023
Q2 		$339K Buy
2,411
+4
+0.2% +$541 0.01% 648
2023
Q1 		$330K Buy
2,407
+125
+5% +$18.1K 0.01% 602
2022
Q4 		$316K Sell
2,282
-4,435
-66% -$626K 0.01% 591
2022
Q3 		$866K Sell
6,717
-35
-0.5% -$5.06K 0.02% 421
2022
Q2 		$919K Sell
6,752
-4,094
-38% -$609K 0.02% 424
2022
Q1 		$1.75M Sell
10,846
-1,000
-8% -$159K 0.03% 360
2021
Q4 		$1.97M Buy
11,846
+820
+7% +$137K 0.03% 350
2021
Q3 		$1.77M Buy
11,026
+225
+2% +$36.1K 0.03% 358
2021
Q2 		$1.79M Sell
10,801
-476
-4% -$78.5K 0.03% 353
2021
Q1 		$1.8M Sell
11,277
-2,618
-19% -$396K 0.03% 337
2020
Q4 		$1.83M Buy
13,895
+4,591
+49% +$542K 0.04% 314
2020
Q3 		$924K Hold
9,304
– – 0.02% 378
2020
Q2 		$907K Buy
9,304
+3,553
+62% +$323K 0.02% 380
2020
Q1 		$472K Buy
5,751
+4,050
+238% +$454K 0.01% 486
2019
Q4 		$219K Hold
1,701
– – ﹤0.01% 655
2019
Q3 		$203K Hold
1,701
– – ﹤0.01% 668
2019
Q2 		$205K Hold
1,701
– – ﹤0.01% 666
2019
Q1 		$204K Sell
1,701
-602
-26% -$71.9K ﹤0.01% 677
2018
Q4 		$248K Sell
2,303
-1,038
-31% -$125K 0.01% 604
2018
Q3 		$444K Buy
3,341
+968
+41% +$130K 0.01% 531
2018
Q2 		$313K Buy
+2,373
New +$306K 0.01% 584

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 $18.1B AUM 24.63% 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

Pinnacle Associates's IWN Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q1 2026, buying an estimated $30.4K and bringing the position to 4,616 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #543.

Pinnacle Associates first reported a position in IWN in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.97M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Pinnacle Associates held 4,616 shares of iShares Russell 2000 Value ETF worth $875K as of Q1 2026.
  • Pinnacle Associates bought 157 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $30.4K.
  • iShares Russell 2000 Value ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #543 holding.
  • Pinnacle Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 32 quarters since.
  • Pinnacle Associates's iShares Russell 2000 Value ETF position peaked at $1.97M in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.