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Promus Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Promus 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
Q3 		$24.6K Hold
139
– – 0.02% 202
2025
Q2 		$21.9K Hold
139
– – 0.01% 222
2025
Q1 		$21K Hold
139
– – 0.02% 206
2024
Q4 		$22.8K Buy
+139
New +$23.7K 0.02% 204

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Promus Capital's IWN Position: Q3 2025 in Review

Promus Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2025 at 139 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #202.

Promus Capital first reported a position in IWN in Q4 2024 and has held it in 4 quarters since. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Promus Capital held 139 shares of iShares Russell 2000 Value ETF worth $24.6K as of Q3 2025.
  • Promus Capital left its iShares Russell 2000 Value ETF share count unchanged in Q3 2025.
  • iShares Russell 2000 Value ETF made up 0.02% of Promus Capital's portfolio in Q3 2025, its #202 holding.
  • Promus Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.