Smartleaf Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Smartleaf Asset Management’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	$1.4M	Buy	7,566 +1,843	+32%	+$357K	0.05%	328
2025 Q4	$1.05M	Buy	5,723 +1,306	+30%	+$235K	0.04%	370
2025 Q3	$780K	Buy	4,417 +962	+28%	+$162K	0.05%	372
2025 Q2	$545K	Buy	3,455 +1,971	+133%	+$294K	0.05%	360
2025 Q1	$224K	Buy	1,484 +1,155	+351%	+$187K	0.02%	532
2024 Q4	$53.9K	Hold	329	–	–	0.01%	1147
2024 Q3	$54.8K	Buy	329 +201	+157%	+$32.7K	0.01%	886
2024 Q2	$19.3K	Buy	128 +28	+28%	+$4.28K	﹤0.01%	1050
2024 Q1	$15.8K	Hold	100	–	–	﹤0.01%	901
2023 Q4	$15.8K	Buy	+100	New	+$13.9K	﹤0.01%	706

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Smartleaf Asset Management's IWN Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 32% in Q1 2026, buying an estimated $357K and bringing the position to 7,566 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #328.

Smartleaf Asset Management first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Smartleaf Asset Management held 7,566 shares of iShares Russell 2000 Value ETF worth $1.4M as of Q1 2026.
Smartleaf Asset Management bought 1,843 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $357K.
iShares Russell 2000 Value ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #328 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.