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Skyline Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Skyline Advisors’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
Q1 		$387K Buy
2,043
+5
+0.2% +$968 0.14% 86
2025
Q4 		$369K Buy
2,038
+12
+0.6% +$2.16K 0.12% 71
2025
Q3 		$358K Buy
2,026
+9
+0.4% +$1.52K 0.12% 70
2025
Q2 		$318K Buy
2,017
+5
+0.2% +$745 0.12% 73
2025
Q1 		$304K Buy
2,012
+7
+0.3% +$1.13K 0.12% 69
2024
Q4 		$329K Sell
2,005
-440
-18% -$75.1K 0.13% 67
2024
Q3 		$408K Buy
2,445
+460
+23% +$74.7K 0.17% 52
2024
Q2 		$302K Buy
1,985
+8
+0.4% +$1.22K 0.13% 65
2024
Q1 		$314K Buy
1,977
+87
+5% +$13.2K 0.14% 62
2023
Q4 		$294K Buy
+1,890
New +$262K 0.14% 60

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Skyline Advisors's IWN Position: Q1 2026 in Review

Skyline Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.25% in Q1 2026, buying an estimated $968 and bringing the position to 2,043 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #86.

Skyline Advisors first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Skyline Advisors held 2,043 shares of iShares Russell 2000 Value ETF worth $387K as of Q1 2026.
  • Skyline Advisors bought 5 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $968.
  • iShares Russell 2000 Value ETF made up 0.14% of Skyline Advisors's portfolio in Q1 2026, its #86 holding.
  • Skyline Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Skyline Advisors's iShares Russell 2000 Value ETF position peaked at $408K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.