RT
IWN icon

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
Q3 		$260K Hold
1,239
– – 0.01% 292
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Rockland Trust's IWN Position: Q3 2026 in Review

Rockland Trust held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 1,239 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #292.

Rockland Trust first reported a position in IWN in Q4 2020 and has held it in 4 quarters since. The position peaked at $991K in Q4 2020. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Rockland Trust held 1,239 shares of iShares Russell 2000 Value ETF worth $260K as of Q3 2026.
  • Rockland Trust left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Rockland Trust's portfolio in Q3 2026, its #292 holding.
  • Rockland Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 4 quarters since.
  • Rockland Trust's iShares Russell 2000 Value ETF position peaked at $991K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.