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IWN icon

SignatureFD’s iShares Russell 2000 Value ETF IWN Stock Holding History

SignatureFD’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 		$11.7K Sell
53
-156
-75% -$32.7K ﹤0.01% 2587
2026
Q1 		$39.6K Sell
209
-209
-50% -$40.5K ﹤0.01% 1867
2025
Q4 		$75.7K Buy
418
+183
+78% +$32.9K ﹤0.01% 1437
2025
Q3 		$41.6K Hold
235
– – ﹤0.01% 1732
2025
Q2 		$37.1K Hold
235
– – ﹤0.01% 1750
2025
Q1 		$35.5K Sell
235
-519
-69% -$83.8K ﹤0.01% 1759
2024
Q4 		$124K Hold
754
– – ﹤0.01% 1123
2024
Q3 		$126K Sell
754
-328
-30% -$53.3K ﹤0.01% 1104
2024
Q2 		$165K Sell
1,082
-507
-32% -$77.5K ﹤0.01% 908
2024
Q1 		$252K Buy
1,589
+508
+47% +$76.9K 0.01% 740
2023
Q4 		$168K Buy
1,081
+328
+44% +$45.4K ﹤0.01% 870
2023
Q3 		$102K Hold
753
– – ﹤0.01% 1046
2023
Q2 		$106K Hold
753
– – ﹤0.01% 1027
2023
Q1 		$103K Sell
753
-147
-16% -$21.3K ﹤0.01% 1027
2022
Q4 		$125K Sell
900
-10
-1% -$1.41K ﹤0.01% 892
2022
Q3 		$117K Sell
910
-61
-6% -$8.82K ﹤0.01% 881
2022
Q2 		$132K Buy
971
+53
+6% +$7.89K ﹤0.01% 853
2022
Q1 		$148K Sell
918
-146
-14% -$23.3K ﹤0.01% 849
2021
Q4 		$177K Sell
1,064
-203
-16% -$33.8K 0.01% 771
2021
Q3 		$203K Buy
1,267
+49
+4% +$7.87K 0.01% 677
2021
Q2 		$202K Buy
1,218
+38
+3% +$6.27K 0.01% 670
2021
Q1 		$188K Sell
1,180
-277
-19% -$41.9K 0.01% 616
2020
Q4 		$192K Sell
1,457
-121
-8% -$14.3K 0.01% 554
2020
Q3 		$157K Buy
1,578
+471
+43% +$47.8K 0.01% 570
2020
Q2 		$108K Sell
1,107
-982
-47% -$89.3K 0.01% 660
2020
Q1 		$171K Buy
2,089
+692
+50% +$77.6K 0.01% 460
2019
Q4 		$180K Sell
1,397
-210
-13% -$26K 0.01% 492
2019
Q3 		$192K Buy
1,607
+1,066
+197% +$126K 0.02% 424
2019
Q2 		$65K Buy
541
+415
+329% +$50.1K 0.01% 800
2019
Q1 		$15K Sell
126
-831
-87% -$99.3K ﹤0.01% 1283
2018
Q4 		$103K Sell
957
-640
-40% -$77K 0.01% 576
2018
Q3 		$212K Buy
1,597
+930
+139% +$125K 0.02% 397
2018
Q2 		$88K Buy
667
+456
+216% +$58.8K 0.01% 656
2018
Q1 		$26K Sell
211
-1,855
-90% -$232K ﹤0.01% 961
2017
Q4 		$260K Buy
+2,066
New +$258K 0.03% 270
2017
Q2 		– Sell
-2,825
Closed -$334K – 307
2017
Q1 		$334K Buy
+2,825
New +$335K 0.05% 182
2016
Q4 		– Sell
-432
Closed -$45K – 720
2016
Q3 		$45K Buy
432
+100
+30% +$10.2K 0.01% 561
2016
Q2 		$32K Hold
332
– – ﹤0.01% 586
2016
Q1 		$31K Hold
332
– – 0.01% 552
2015
Q4 		$31K Hold
332
– – 0.01% 463
2015
Q3 		$30K Hold
332
– – 0.01% 440
2015
Q2 		$34K Hold
332
– – 0.01% 383
2015
Q1 		$34K Buy
332
+1
+0.3% +$101 0.01% 362
2014
Q4 		$34K Hold
331
– – 0.01% 338
2014
Q3 		$31K Hold
331
– – 0.01% 301
2014
Q2 		$34K Hold
331
– – 0.01% 293
2014
Q1 		$33K Buy
331
+218
+193% +$21.5K 0.01% 255
2013
Q4 		$11K Buy
+113
New +$10.8K ﹤0.01% 434

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

SignatureFD's IWN Position: Q2 2026 in Review

SignatureFD reduced its iShares Russell 2000 Value ETF (IWN) stake by 75% in Q2 2026, selling an estimated $32.7K and leaving 53 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

SignatureFD first reported a position in IWN in Q4 2013 and has held it in 48 quarters since. The position peaked at $334K in Q1 2017. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • SignatureFD held 53 shares of iShares Russell 2000 Value ETF worth $11.7K as of Q2 2026.
  • SignatureFD sold 156 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2587 holding.
  • SignatureFD first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 48 quarters since.
  • SignatureFD's iShares Russell 2000 Value ETF position peaked at $334K in Q1 2017.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.