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Segall Bryant & Hamill’s iShares Russell 2000 Value ETF IWN Stock Holding History

Segall Bryant & Hamill’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 		$8.23M Buy
37,185
+2,039
+6% +$427K 0.1% 266
2026
Q1 		$6.66M Sell
35,146
-7,872
-18% -$1.52M 0.1% 273
2025
Q4 		$7.8M Buy
43,018
+11,510
+37% +$2.07M 0.11% 261
2025
Q3 		$5.57M Buy
31,508
+1,641
+5% +$277K 0.07% 302
2025
Q2 		$4.71M Buy
29,867
+1,081
+4% +$161K 0.07% 324
2025
Q1 		$4.35M Sell
28,786
-4,337
-13% -$701K 0.07% 328
2024
Q4 		$5.44M Buy
33,123
+1,632
+5% +$279K 0.07% 318
2024
Q3 		$5.25M Buy
31,491
+6,989
+29% +$1.14M 0.07% 321
2024
Q2 		$3.73M Sell
24,502
-2,987
-11% -$457K 0.07% 330
2024
Q1 		$4.37M Buy
27,489
+1,743
+7% +$264K 0.08% 262
2023
Q4 		$4M Sell
25,746
-31,350
-55% -$4.34M 0.08% 268
2023
Q3 		$7.74M Sell
57,096
-8,448
-13% -$1.21M 0.09% 256
2023
Q2 		$9.23M Buy
65,544
+305
+0.5% +$41.2K 0.1% 248
2023
Q1 		$8.94M Buy
65,239
+1,886
+3% +$273K 0.1% 247
2022
Q4 		$8.79M Sell
63,353
-6,736
-10% -$951K 0.1% 240
2022
Q3 		$9.04M Buy
70,089
+26,497
+61% +$3.83M 0.11% 228
2022
Q2 		$5.93M Sell
43,592
-950
-2% -$141K 0.07% 285
2022
Q1 		$7.18M Buy
+44,542
New +$7.1M 0.07% 257
2021
Q4 		– Sell
-44,402
Closed -$7.11M – 670
2021
Q3 		$7.11M Buy
44,402
+21,542
+94% +$3.46M 0.07% 266
2021
Q2 		$3.79M Buy
22,860
+524
+2% +$86.4K 0.04% 371
2021
Q1 		$3.57M Buy
22,336
+4,425
+25% +$669K 0.04% 392
2020
Q4 		$2.36M Sell
17,911
-508
-3% -$60K 0.03% 406
2020
Q3 		$1.83M Sell
18,419
-45
-0.2% -$4.57K 0.02% 402
2020
Q2 		$1.8M Sell
18,464
-3,143
-15% -$286K 0.03% 350
2020
Q1 		$1.77M Sell
21,607
-6,278
-23% -$704K 0.04% 352
2019
Q4 		$3.6M Sell
27,885
-158,577
-85% -$19.6M 0.06% 300
2019
Q3 		$22.3M Buy
186,462
+158,042
+556% +$18.7M 0.35% 71
2019
Q2 		$3.41M Buy
28,420
+1,504
+6% +$182K 0.05% 323
2019
Q1 		$3.23M Sell
26,916
-2,116
-7% -$253K 0.05% 333
2018
Q4 		$3.12M Buy
29,032
+1,400
+5% +$168K 0.05% 327
2018
Q3 		$3.67M Sell
27,632
-490
-2% -$66K 0.05% 337
2018
Q2 		$3.71M Buy
28,122
+23,677
+533% +$3.05M 0.06% 343
2018
Q1 		$542K Buy
4,445
+166
+4% +$20.8K 0.01% 424
2017
Q4 		$538K Buy
4,279
+102
+2% +$12.7K 0.01% 411
2017
Q3 		$518K Buy
4,177
+197
+5% +$23.2K 0.01% 424
2017
Q2 		$473K Sell
3,980
-11
-0.3% -$1.29K 0.01% 435
2017
Q1 		$472K Sell
3,991
-725
-15% -$86K 0.01% 416
2016
Q4 		$561K Buy
4,716
+425
+10% +$47K 0.01% 397
2016
Q3 		$449K Hold
4,291
– – 0.01% 416
2016
Q2 		$417K Buy
4,291
+700
+19% +$66.7K 0.01% 439
2016
Q1 		$335K Hold
3,591
– – 0.01% 464
2015
Q4 		$330K Hold
3,591
– – 0.01% 460
2015
Q3 		$324K Sell
3,591
-68
-2% -$6.53K 0.01% 473
2015
Q2 		$373K Hold
3,659
– – 0.01% 458
2015
Q1 		$378K Sell
3,659
-34
-0.9% -$3.43K 0.01% 460
2014
Q4 		$376K Hold
3,693
– – 0.01% 460
2014
Q3 		$346K Buy
3,693
+100
+3% +$9.9K 0.01% 473
2014
Q2 		$371K Sell
3,593
-33
-0.9% -$3.28K 0.01% 474
2014
Q1 		$366K Sell
3,626
-33
-0.9% -$3.25K 0.01% 482
2013
Q4 		$364K Sell
3,659
-76
-2% -$7.26K 0.01% 487
2013
Q3 		$342K Hold
3,735
– – 0.01% 491
2013
Q2 		$321K Buy
+3,735
New +$316K 0.01% 467

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

Segall Bryant & Hamill's IWN Position: Q2 2026 in Review

Segall Bryant & Hamill increased its iShares Russell 2000 Value ETF (IWN) stake by 5.8% in Q2 2026, buying an estimated $427K and bringing the position to 37,185 shares worth $8.23M. The position accounts for 0.1% of the portfolio, ranked #266.

Segall Bryant & Hamill first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.3M in Q3 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Segall Bryant & Hamill held 37,185 shares of iShares Russell 2000 Value ETF worth $8.23M as of Q2 2026.
  • Segall Bryant & Hamill bought 2,039 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $427K.
  • iShares Russell 2000 Value ETF made up 0.1% of Segall Bryant & Hamill's portfolio in Q2 2026, its #266 holding.
  • Segall Bryant & Hamill first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Segall Bryant & Hamill's iShares Russell 2000 Value ETF position peaked at $22.3M in Q3 2019.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.