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Rockland Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Rockland Trust’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 		$274K Sell
1,239
-1
-0.1% -$209 0.01% 284
2026
Q1 		$235K Buy
+1,240
New +$240K 0.01% 294
2021
Q1 		– Sell
-7,515
Closed -$991K – 270
2020
Q4 		$991K Buy
+7,515
New +$887K 0.08% 136

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B 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 $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Rockland Trust's IWN Position: Q2 2026 in Review

Rockland Trust reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.08% in Q2 2026, selling an estimated $209 and leaving 1,239 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #284.

Rockland Trust first reported a position in IWN in Q4 2020 and has held it in 3 quarters since. The position peaked at $991K in Q4 2020. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Rockland Trust held 1,239 shares of iShares Russell 2000 Value ETF worth $274K as of Q2 2026.
  • Rockland Trust sold 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #284 holding.
  • Rockland Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 3 quarters since.
  • Rockland Trust's iShares Russell 2000 Value ETF position peaked at $991K in Q4 2020.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.