Scientech Research LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Scientech Research LLC’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
2025 Q2	–	Sell	-1,456	Closed	-$220K	–	715
2025 Q1	$220K	Buy	+1,456	New	+$235K	0.06%	481
2024 Q4	–	Sell	-1,247	Closed	-$208K	–	718
2024 Q3	$208K	Buy	+1,247	New	+$203K	0.04%	548

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Scientech Research LLC's IWN Position: Q2 2025 in Review

Scientech Research LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,456 shares — an estimated $220K sold.

Scientech Research LLC first reported a position in IWN in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q1 2025. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Scientech Research LLC reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Scientech Research LLC sold 1,456 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $220K.
Scientech Research LLC first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 2 quarters.
Scientech Research LLC's iShares Russell 2000 Value ETF position peaked at $220K in Q1 2025.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Scientech Research LLC's 13F filing for Q2 2025, filed 14 Aug 2025.