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Sunbelt Securities’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sunbelt Securities’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 		$117K Buy
619
+552
+824% +$107K 0.01% 787
2025
Q4 		$12.1K Hold
67
– – ﹤0.01% 1393
2025
Q3 		$11.8K Buy
67
+30
+81% +$5.07K ﹤0.01% 1403
2025
Q2 		$6.07K Sell
37
-30
-45% -$4.47K ﹤0.01% 1403
2025
Q1 		$10.1K Buy
67
+30
+81% +$4.85K ﹤0.01% 1267
2024
Q4 		$6.06K Sell
37
-113
-75% -$19.3K ﹤0.01% 1403
2024
Q3 		$25K Buy
150
+30
+25% +$4.87K ﹤0.01% 1116
2024
Q2 		$18.3K Buy
120
+6
+5% +$918 ﹤0.01% 1147
2024
Q1 		$18.1K Buy
114
+1
+0.9% +$151 ﹤0.01% 1112
2023
Q4 		$17.6K Sell
113
-8
-7% -$1.11K ﹤0.01% 1058
2023
Q3 		$16.4K Hold
121
– – ﹤0.01% 1053
2023
Q2 		$17K Buy
121
+113
+1,413% +$15.3K ﹤0.01% 1060
2023
Q1 		$1.08K Buy
+8
New +$1.16K ﹤0.01% 1482
2022
Q1 		– Sell
-1,308
Closed -$206K – 472
2021
Q4 		$206K Sell
1,308
-192
-13% -$32K 0.03% 441
2021
Q3 		$235K Hold
1,500
– – 0.04% 396
2021
Q2 		$235K Sell
1,500
-140
-9% -$23.1K 0.04% 394
2021
Q1 		$261K Buy
+1,640
New +$248K 0.05% 357

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
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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Sunbelt Securities's IWN Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Russell 2000 Value ETF (IWN) stake by 824% in Q1 2026, buying an estimated $107K and bringing the position to 619 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #787.

Sunbelt Securities first reported a position in IWN in Q1 2021 and has held it in 17 quarters since. The position peaked at $261K in Q1 2021. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Sunbelt Securities held 619 shares of iShares Russell 2000 Value ETF worth $117K as of Q1 2026.
  • Sunbelt Securities bought 552 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $107K.
  • iShares Russell 2000 Value ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #787 holding.
  • Sunbelt Securities first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 17 quarters since.
  • Sunbelt Securities's iShares Russell 2000 Value ETF position peaked at $261K in Q1 2021.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.