Tillman Hartley LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Tillman Hartley LLC’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	$754K	Sell	3,975 -11	-0.3%	-$2.13K	0.19%	54
2025 Q4	$722K	Hold	3,986	–	–	0.18%	55
2025 Q3	$705K	Hold	3,986	–	–	0.18%	55
2025 Q2	$629K	Buy	3,986 +1	+0%	+$149	0.18%	55
2025 Q1	$602K	Buy	3,985 +12	+0.3%	+$1.94K	0.18%	49
2024 Q4	$652K	Sell	3,973 -15	-0.4%	-$2.56K	0.19%	49
2024 Q3	$665K	Hold	3,988	–	–	0.2%	45
2024 Q2	$607K	Sell	3,988 -19	-0.5%	-$2.91K	0.21%	46
2024 Q1	$636K	Hold	4,007	–	–	0.22%	44
2023 Q4	$622K	Sell	4,007 -4	-0.1%	-$554	0.23%	44
2023 Q3	$544K	Hold	4,011	–	–	0.22%	46
2023 Q2	$565K	Hold	4,011	–	–	0.23%	44
2023 Q1	$550K	Hold	4,011	–	–	0.23%	41
2022 Q4	$556K	Buy	+4,011	New	+$566K	0.24%	41

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Tillman Hartley LLC's IWN Position: Q1 2026 in Review

Tillman Hartley LLC reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.28% in Q1 2026, selling an estimated $2.13K and leaving 3,975 shares worth $754K. The position accounts for 0.19% of the portfolio, ranked #54.

Tillman Hartley LLC first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Tillman Hartley LLC held 3,975 shares of iShares Russell 2000 Value ETF worth $754K as of Q1 2026.
Tillman Hartley LLC sold 11 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.13K.
iShares Russell 2000 Value ETF made up 0.19% of Tillman Hartley LLC's portfolio in Q1 2026, its #54 holding.
Tillman Hartley LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.