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SouthState Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

SouthState Corp’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 		$190K Buy
857
+33
+4% +$6.91K 0.01% 353
2026
Q1 		$156K Buy
824
+31
+4% +$6K 0.01% 337
2025
Q4 		$144K Hold
793
– – 0.01% 348
2025
Q3 		$140K Sell
793
-98
-11% -$16.5K 0.01% 354
2025
Q2 		$141K Buy
891
+98
+12% +$14.6K 0.01% 385
2025
Q1 		$120K Hold
793
– – 0.01% 403
2024
Q4 		$130K Hold
793
– – 0.01% 291
2024
Q3 		$132K Buy
793
+92
+13% +$14.9K 0.01% 284
2024
Q2 		$107K Hold
701
– – 0.01% 296
2024
Q1 		$111K Hold
701
– – 0.01% 292
2023
Q4 		$109K Sell
701
-27
-4% -$3.74K 0.01% 278
2023
Q3 		$98.7K Buy
728
+27
+4% +$3.87K 0.01% 282
2023
Q2 		$98.7K Hold
701
– – 0.01% 296
2023
Q1 		$96.1K Hold
701
– – 0.01% 313
2022
Q4 		$97.2K Hold
701
– – 0.01% 329
2022
Q3 		$90K Hold
701
– – 0.01% 319
2022
Q2 		$96K Hold
701
– – 0.01% 328
2022
Q1 		$113K Hold
701
– – 0.01% 344
2021
Q4 		$116K Hold
701
– – 0.01% 319
2021
Q3 		$112K Hold
701
– – 0.01% 282
2021
Q2 		$116K Hold
701
– – 0.01% 265
2021
Q1 		$112K Sell
701
-17
-2% -$2.57K 0.01% 263
2020
Q4 		$95K Buy
718
+17
+2% +$2.01K 0.01% 263
2020
Q3 		$70K Buy
+701
New +$71.2K 0.01% 264
2015
Q2 		– Sell
-2,404
Closed -$249K – 226
2015
Q1 		$249K Sell
2,404
-70
-3% -$7.06K 0.04% 225
2014
Q4 		$252K Sell
2,474
-338
-12% -$33.1K 0.04% 217
2014
Q3 		$263K Sell
2,812
-480
-15% -$47.5K 0.04% 232
2014
Q2 		$340K Buy
3,292
+210
+7% +$20.9K 0.06% 204
2014
Q1 		$311K Buy
3,082
+151
+5% +$14.9K 0.05% 214
2013
Q4 		$292K Sell
2,931
-239
-8% -$22.8K 0.05% 210
2013
Q3 		$291K Buy
3,170
+74
+2% +$6.67K 0.05% 207
2013
Q2 		$266K Buy
+3,096
New +$262K 0.06% 181

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

SouthState Corp's IWN Position: Q2 2026 in Review

SouthState Corp increased its iShares Russell 2000 Value ETF (IWN) stake by 4% in Q2 2026, buying an estimated $6.91K and bringing the position to 857 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #353.

SouthState Corp first reported a position in IWN in Q2 2013 and has held it in 32 quarters since. The position peaked at $340K in Q2 2014. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • SouthState Corp held 857 shares of iShares Russell 2000 Value ETF worth $190K as of Q2 2026.
  • SouthState Corp bought 33 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.91K.
  • iShares Russell 2000 Value ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #353 holding.
  • SouthState Corp first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 32 quarters since.
  • SouthState Corp's iShares Russell 2000 Value ETF position peaked at $340K in Q2 2014.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.