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

Snowden Capital 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 		$2.2M Sell
11,599
-357
-3% -$69.1K 0.06% 318
2025
Q4 		$2.17M Buy
11,956
+1,041
+10% +$187K 0.06% 310
2025
Q3 		$1.93M Hold
10,915
– – 0.05% 331
2025
Q2 		$1.72M Sell
10,915
-45
-0.4% -$6.7K 0.05% 346
2025
Q1 		$1.65M Buy
10,960
+203
+2% +$32.8K 0.05% 349
2024
Q4 		$1.77M Buy
10,757
+608
+6% +$104K 0.05% 330
2024
Q3 		$1.69M Buy
10,149
+300
+3% +$48.7K 0.05% 364
2024
Q2 		$1.5M Sell
9,849
-98
-1% -$15K 0.04% 392
2024
Q1 		$1.58M Buy
9,947
+6,812
+217% +$1.03M 0.05% 380
2023
Q4 		$487K Buy
3,135
+827
+36% +$115K 0.02% 705
2023
Q3 		$313K Buy
2,308
+106
+5% +$15.2K 0.01% 849
2023
Q2 		$310K Buy
2,202
+105
+5% +$14.2K 0.01% 946
2023
Q1 		$287K Sell
2,097
-1,470
-41% -$213K 0.01% 960
2022
Q4 		$495K Buy
3,567
+1,671
+88% +$236K 0.02% 712
2022
Q3 		$244K Buy
+1,896
New +$274K 0.01% 969
2022
Q1 		– Sell
-645
Closed -$107K – 1549
2021
Q4 		$107K Buy
+645
New +$107K 0.01% 820

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

Snowden Capital Advisors's IWN Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q1 2026, selling an estimated $69.1K and leaving 11,599 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #318.

Snowden Capital Advisors first reported a position in IWN in Q4 2021 and has held it in 16 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Snowden Capital Advisors held 11,599 shares of iShares Russell 2000 Value ETF worth $2.2M as of Q1 2026.
  • Snowden Capital Advisors sold 357 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $69.1K.
  • iShares Russell 2000 Value ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q1 2026, its #318 holding.
  • Snowden Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.