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

Savant 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	$19.4M	Buy	87,713 +2,957	+3%	+$619K	0.06%	192
2026 Q1	$16.1M	Sell	84,756 -249	-0.3%	-$48.2K	0.08%	145
2025 Q4	$15.4M	Buy	85,005 +190	+0.2%	+$34.1K	0.09%	139
2025 Q3	$15M	Sell	84,815 -460	-0.5%	-$77.7K	0.09%	134
2025 Q2	$13.5M	Sell	85,275 -3,571	-4%	-$532K	0.1%	127
2025 Q1	$13.4M	Sell	88,846 -16,206	-15%	-$2.62M	0.11%	112
2024 Q4	$17.2M	Sell	105,052 -3,009	-3%	-$514K	0.14%	102
2024 Q3	$18M	Sell	108,061 -993	-0.9%	-$161K	0.15%	99
2024 Q2	$16.6M	Buy	109,054 +12	+0%	+$1.83K	0.17%	97
2024 Q1	$17.3M	Sell	109,042 -815	-0.7%	-$123K	0.2%	85
2023 Q4	$17.1M	Sell	109,857 -1,721	-2%	-$238K	0.22%	85
2023 Q3	$15.1M	Sell	111,578 -40,789	-27%	-$5.85M	0.23%	86
2023 Q2	$21.5M	Buy	152,367 +16,089	+12%	+$2.18M	0.34%	52
2023 Q1	$18.7M	Buy	136,278 +102,237	+300%	+$14.8M	0.35%	50
2022 Q4	$839K	Buy	34,041 +21,130	+164%	+$2.98M	0.02%	288
2022 Q3	$1.67M	Sell	12,911 -205	-2%	-$29.6K	0.05%	172
2022 Q2	$1.79M	Buy	13,116 +110	+0.8%	+$16.4K	0.05%	160
2022 Q1	$2.1M	Buy	13,006 +403	+3%	+$64.3K	0.07%	148
2021 Q4	$2.09M	Buy	12,603 +921	+8%	+$153K	0.07%	154
2021 Q3	$1.87M	Buy	11,682 +7,063	+153%	+$1.13M	0.07%	154
2021 Q2	$766K	Sell	4,619 -210	-4%	-$34.6K	0.03%	235
2021 Q1	$770K	Buy	4,829 +92	+2%	+$13.9K	0.04%	218
2020 Q4	$624K	Buy	4,737 +60	+1%	+$7.08K	0.04%	241
2020 Q3	$465K	Buy	4,677 +211	+5%	+$21.4K	0.03%	262
2020 Q2	$435K	Sell	4,466 -132	-3%	-$12K	0.03%	262
2020 Q1	$377K	Buy	4,598 +57	+1%	+$6.39K	0.04%	257
2019 Q4	$584K	Buy	4,541 +91	+2%	+$11.3K	0.07%	192
2019 Q3	$531K	Buy	4,450 +343	+8%	+$40.5K	0.07%	186
2019 Q2	$495K	Hold	4,107	–	–	0.07%	189
2019 Q1	$492K	Sell	4,107 -188	-4%	-$22.5K	0.09%	153
2018 Q4	$462K	Sell	4,295 -59	-1%	-$7.1K	0.1%	145
2018 Q3	$579K	Buy	4,354 +163	+4%	+$22K	0.1%	143
2018 Q2	$553K	Buy	4,191 +158	+4%	+$20.4K	0.12%	139
2018 Q1	$491K	Sell	4,033 -46	-1%	-$5.76K	0.1%	149
2017 Q4	$513K	Hold	4,079	–	–	0.11%	149
2017 Q3	$506K	Hold	4,079	–	–	0.11%	136
2017 Q2	$485K	Hold	4,079	–	–	0.11%	140
2017 Q1	$482K	Sell	4,079 -16	-0.4%	-$1.9K	0.12%	132
2016 Q4	$487K	Sell	4,095 -51	-1%	-$5.64K	0.13%	130
2016 Q3	$434K	Hold	4,146	–	–	0.12%	138
2016 Q2	$403K	Buy	4,146 +482	+13%	+$45.9K	0.12%	145
2016 Q1	$341K	Hold	3,664	–	–	0.1%	151
2015 Q4	$337K	Buy	3,664 +69	+2%	+$6.55K	0.11%	153
2015 Q3	$324K	Hold	3,595	–	–	0.12%	147
2015 Q2	$367K	Hold	3,595	–	–	0.12%	136
2015 Q1	$371K	Hold	3,595	–	–	0.13%	134
2014 Q4	$365K	Hold	3,595	–	–	0.14%	128
2014 Q3	$336K	Hold	3,595	–	–	0.14%	120
2014 Q2	$371K	Hold	3,595	–	–	0.16%	109
2014 Q1	$362K	Sell	3,595 -59	-2%	-$5.81K	0.17%	107
2013 Q4	$364K	Buy	3,654 +59	+2%	+$5.63K	0.18%	99
2013 Q3	$329K	Hold	3,595	–	–	0.18%	91
2013 Q2	$309K	Buy	+3,595	New	+$304K	0.18%	94

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Savant Capital's IWN Position: Q2 2026 in Review

Savant Capital increased its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q2 2026, buying an estimated $619K and bringing the position to 87,713 shares worth $19.4M. The position accounts for 0.06% of the portfolio, ranked #192.

Savant Capital first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.5M in Q2 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Savant Capital held 87,713 shares of iShares Russell 2000 Value ETF worth $19.4M as of Q2 2026.
Savant Capital bought 2,957 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $619K.
iShares Russell 2000 Value ETF made up 0.06% of Savant Capital's portfolio in Q2 2026, its #192 holding.
Savant Capital first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
Savant Capital's iShares Russell 2000 Value ETF position peaked at $21.5M in Q2 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.