RFM
IWN icon

Royal Fund Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Royal Fund 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
2026
Q2 		– Sell
-39,407
Closed -$9.8M – 322
2026
Q1 		$9.8M Buy
+39,407
New +$7.63M 0.93% 26
2024
Q4 		– Sell
-1,491
Closed -$249K – 321
2024
Q3 		$249K Buy
+1,491
New +$242K 0.01% 292
2021
Q3 		– Sell
-1,716
Closed -$284K – 193
2021
Q2 		$284K Sell
1,716
-7
-0.4% -$1.16K 0.05% 162
2021
Q1 		$274K Sell
1,723
-59
-3% -$8.92K 0.05% 156
2020
Q4 		$234K Buy
+1,782
New +$210K 0.05% 152
2020
Q2 		– Sell
-1,821
Closed -$149K – 353
2020
Q1 		$149K Sell
1,821
-859
-32% -$96.4K 0.06% 167
2019
Q4 		$344K Sell
2,680
-90
-3% -$11.1K 0.09% 104
2019
Q3 		$330K Sell
2,770
-153
-5% -$18.1K 0.09% 99
2019
Q2 		$352K Sell
2,923
-554
-16% -$66.9K 0.1% 98
2019
Q1 		$416K Sell
3,477
-304
-8% -$36.3K 0.13% 79
2018
Q4 		$406K Sell
3,781
-11
-0.3% -$1.32K 0.16% 73
2018
Q3 		$504K Sell
3,792
-329
-8% -$44.3K 0.16% 77
2018
Q2 		$543K Sell
4,121
-186
-4% -$24K 0.18% 72
2018
Q1 		$524K Sell
4,307
-9,177
-68% -$1.15M 0.19% 75
2017
Q4 		$1.7M Buy
13,484
+621
+5% +$77.6K 0.61% 38
2017
Q3 		$1.6M Buy
12,863
+6,478
+101% +$764K 0.64% 39
2017
Q2 		$758K Buy
6,385
+1,324
+26% +$156K 0.32% 43
2017
Q1 		$598K Buy
5,061
+1,198
+31% +$142K 0.29% 44
2016
Q4 		$459K Buy
+3,863
New +$427K 0.25% 41

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

Royal Fund Management's IWN Position: Q2 2026 in Review

Royal Fund Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 39,407 shares — an estimated $9.8M sold.

Royal Fund Management first reported a position in IWN in Q4 2016 and held it in 19 quarters. The position peaked at $9.8M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Royal Fund Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Royal Fund Management sold 39,407 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.8M.
  • Royal Fund Management first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 19 quarters.
  • Royal Fund Management's iShares Russell 2000 Value ETF position peaked at $9.8M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.