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Prudent Man Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Prudent Man Investment Management’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
Q4 		– Sell
-5
Closed -$821 – 181
2025
Q3 		$821 Hold
5
– – ﹤0.01% 156
2025
Q2 		$821 Hold
5
– – ﹤0.01% 156
2025
Q1 		$821 Hold
5
– – ﹤0.01% 156
2024
Q4 		$821 Buy
+5
New +$853 ﹤0.01% 156

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 $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudent Man Investment Management's IWN Position: Q4 2025 in Review

Prudent Man Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 5 shares — an estimated $821 sold.

Prudent Man Investment Management first reported a position in IWN in Q4 2024 and held it in 4 quarters. The position peaked at $821 in Q3 2025. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Prudent Man Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Investment Management sold 5 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $821.
  • Prudent Man Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 4 quarters.
  • Prudent Man Investment Management's iShares Russell 2000 Value ETF position peaked at $821 in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.