Stifel Financial
IWN icon

Stifel Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stifel Financial’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 		$16.6M Buy
75,085
+6,286
+9% +$1.32M 0.01% 759
2026
Q1 		$13M Sell
68,799
-7,247
-10% -$1.4M 0.01% 831
2025
Q4 		$13.8M Buy
76,046
+17,152
+29% +$3.08M 0.01% 804
2025
Q3 		$10.4M Sell
58,894
-1,463
-2% -$247K 0.01% 928
2025
Q2 		$9.52M Buy
60,357
+4,337
+8% +$646K 0.01% 907
2025
Q1 		$8.46M Sell
56,020
-5,446
-9% -$880K 0.01% 919
2024
Q4 		$10.1M Buy
61,466
+9,603
+19% +$1.64M 0.01% 846
2024
Q3 		$8.65M Buy
51,863
+2,005
+4% +$326K 0.01% 905
2024
Q2 		$7.59M Sell
49,858
-35,429
-42% -$5.42M 0.01% 923
2024
Q1 		$13.5M Sell
85,287
-17,325
-17% -$2.62M 0.02% 690
2023
Q4 		$15.9M Buy
102,612
+43,399
+73% +$6.01M 0.02% 603
2023
Q3 		$8.03M Buy
59,213
+2,303
+4% +$330K 0.01% 806
2023
Q2 		$8.01M Sell
56,910
-3,354
-6% -$454K 0.01% 810
2023
Q1 		$8.26M Sell
60,264
-19,304
-24% -$2.8M 0.01% 766
2022
Q4 		$11M Buy
79,568
+19,481
+32% +$2.75M 0.02% 624
2022
Q3 		$7.75M Sell
60,087
-7,142
-11% -$1.03M 0.01% 736
2022
Q2 		$9.15M Buy
67,229
+6,396
+11% +$952K 0.01% 687
2022
Q1 		$9.82M Sell
60,833
-14,776
-20% -$2.36M 0.01% 732
2021
Q4 		$12.6M Buy
75,609
+5,967
+9% +$994K 0.02% 647
2021
Q3 		$11.2M Sell
69,642
-1,602
-2% -$257K 0.02% 681
2021
Q2 		$11.8M Buy
71,244
+4,356
+7% +$719K 0.02% 650
2021
Q1 		$10.7M Buy
66,888
+13,047
+24% +$1.97M 0.02% 631
2020
Q4 		$7.09M Buy
53,841
+21,603
+67% +$2.55M 0.01% 714
2020
Q3 		$3.2M Sell
32,238
-5,586
-15% -$567K 0.01% 967
2020
Q2 		$3.69M Buy
37,824
+3,986
+12% +$363K 0.01% 858
2020
Q1 		$2.73M Sell
33,838
-9,090
-21% -$1.02M 0.01% 899
2019
Q4 		$5.54M Buy
42,928
+10,463
+32% +$1.29M 0.01% 846
2019
Q3 		$3.86M Sell
32,465
-35,634
-52% -$4.21M 0.01% 945
2019
Q2 		$8.17M Sell
68,099
-2,804
-4% -$339K 0.02% 655
2019
Q1 		$8.48M Sell
70,903
-85,010
-55% -$10.2M 0.02% 601
2018
Q4 		$16.8M Buy
155,913
+79,613
+104% +$9.58M 0.05% 328
2018
Q3 		$10.2M Sell
76,300
-8,819
-10% -$1.19M 0.03% 540
2018
Q2 		$11.2M Sell
85,119
-87,848
-51% -$11.3M 0.03% 502
2018
Q1 		$21.1M Sell
172,967
-10,048
-5% -$1.26M 0.07% 288
2017
Q4 		$23.1M Sell
183,015
-52,712
-22% -$6.59M 0.07% 277
2017
Q3 		$29.1M Sell
235,727
-35,336
-13% -$4.16M 0.1% 213
2017
Q2 		$32.2M Sell
271,063
-35,402
-12% -$4.16M 0.12% 186
2017
Q1 		$36.3M Sell
306,465
-48,590
-14% -$5.77M 0.14% 167
2016
Q4 		$42.2M Buy
355,055
+140
+0% +$15.5K 0.18% 131
2016
Q3 		$37.2M Buy
354,915
+68,889
+24% +$7.06M 0.17% 144
2016
Q2 		$27.8M Buy
286,026
+72,470
+34% +$6.9M 0.13% 171
2016
Q1 		$19.9M Sell
213,556
-1,058
-0.5% -$91.8K 0.11% 211
2015
Q4 		$19.7M Buy
214,614
+81,466
+61% +$7.73M 0.1% 219
2015
Q3 		$12M Buy
133,148
+15,999
+14% +$1.54M 0.07% 307
2015
Q2 		$11.9M Buy
117,149
+11,466
+11% +$1.18M 0.06% 325
2015
Q1 		$10.9M Buy
105,683
+16,036
+18% +$1.62M 0.06% 374
2014
Q4 		$9.12M Buy
89,647
+30,735
+52% +$3.01M 0.05% 419
2014
Q3 		$5.51M Buy
58,912
+13,258
+29% +$1.31M 0.05% 436
2014
Q2 		$4.71M Buy
45,654
+2,319
+5% +$231K 0.04% 480
2014
Q1 		$4.37M Buy
+43,335
New +$4.27M 0.04% 482

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

Stifel Financial's IWN Position: Q2 2026 in Review

Stifel Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 9.1% in Q2 2026, buying an estimated $1.32M and bringing the position to 75,085 shares worth $16.6M. The position accounts for 0.01% of the portfolio, ranked #759.

Stifel Financial first reported a position in IWN in Q1 2014 and has held it in 50 quarters since. The position peaked at $42.2M in Q4 2016. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Stifel Financial held 75,085 shares of iShares Russell 2000 Value ETF worth $16.6M as of Q2 2026.
  • Stifel Financial bought 6,286 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.32M.
  • iShares Russell 2000 Value ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #759 holding.
  • Stifel Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's iShares Russell 2000 Value ETF position peaked at $42.2M in Q4 2016.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.