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

Sapient 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
2026
Q2 		$493K Hold
2,229
– – 0.01% 266
2026
Q1 		$423K Hold
2,229
– – 0.01% 292
2025
Q4 		$407K Buy
2,229
+557
+33% +$100K 0.01% 295
2025
Q3 		$295K Hold
1,672
– – ﹤0.01% 311
2025
Q2 		$264K Buy
1,672
+35
+2% +$5.21K ﹤0.01% 321
2025
Q1 		$247K Sell
1,637
-23
-1% -$3.71K ﹤0.01% 323
2024
Q4 		$273K Hold
1,660
– – 0.01% 315
2024
Q3 		$277K Hold
1,660
– – 0.01% 327
2024
Q2 		$253K Sell
1,660
-8
-0.5% -$1.22K 0.01% 310
2024
Q1 		$265K Buy
1,668
+219
+15% +$33.2K 0.01% 311
2023
Q4 		$225K Buy
+1,449
New +$201K 0.01% 352

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

Sapient Capital's IWN Position: Q2 2026 in Review

Sapient Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,229 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #266.

Sapient Capital first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Sapient Capital held 2,229 shares of iShares Russell 2000 Value ETF worth $493K as of Q2 2026.
  • Sapient Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #266 holding.
  • Sapient Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.