SV
IWN icon

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

Starboard Value’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
2020
Q3 		– Sell
-850,000
Closed -$149K – 22
2020
Q2 		$149K Buy
+850,000
New +$77.3M 0.01% 20

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Starboard Value's IWN Position: Q4 2024 in Review

Starboard Value sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 1,355,000 shares — an estimated $226M sold.

Starboard Value first reported a position in IWN in Q2 2013 and held it in 33 quarters. The position peaked at $280M in Q4 2023. 1,058 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Starboard Value reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Starboard Value sold 1,355,000 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $226M.
  • Starboard Value first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 33 quarters.
  • Starboard Value's iShares Russell 2000 Value ETF position peaked at $280M in Q4 2023.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Starboard Value's 13F filing for Q4 2024, filed 14 Feb 2025.