Pinney & Scofield’s iShares Russell 2000 Value ETF IWN Stock Holding History

Pinney & Scofield’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	$154K	Hold	810	–	–	0.08%	64
2025 Q4	$147K	Hold	810	–	–	0.08%	61
2025 Q3	$143K	Hold	810	–	–	0.09%	58
2025 Q2	$128K	Hold	810	–	–	0.09%	66
2025 Q1	$122K	Hold	810	–	–	0.09%	66
2024 Q4	$133K	Buy	+810	New	+$138K	0.1%	61

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Pinney & Scofield's IWN Position: Q1 2026 in Review

Pinney & Scofield held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 810 shares worth $154K. The position accounts for 0.08% of the portfolio, ranked #64.

Pinney & Scofield first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Pinney & Scofield held 810 shares of iShares Russell 2000 Value ETF worth $154K as of Q1 2026.
Pinney & Scofield left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.08% of Pinney & Scofield's portfolio in Q1 2026, its #64 holding.
Pinney & Scofield first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.