Truist Financial
IWN icon

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

Truist 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 		$27.5M Sell
124,455
-16,396
-12% -$3.43M 0.03% 364
2026
Q1 		$26.7M Sell
140,851
-553
-0.4% -$107K 0.04% 359
2025
Q4 		$25.6M Sell
141,404
-2,846
-2% -$511K 0.03% 358
2025
Q3 		$25.5M Sell
144,250
-4,739
-3% -$800K 0.03% 360
2025
Q2 		$23.5M Sell
148,989
-33,334
-18% -$4.96M 0.03% 357
2025
Q1 		$27.5M Sell
182,323
-6,717
-4% -$1.09M 0.04% 319
2024
Q4 		$31M Buy
189,040
+979
+0.5% +$167K 0.05% 303
2024
Q3 		$31.4M Sell
188,061
-13,854
-7% -$2.25M 0.05% 307
2024
Q2 		$30.8M Sell
201,915
-10,322
-5% -$1.58M 0.05% 319
2024
Q1 		$33.7M Sell
212,237
-11,327
-5% -$1.72M 0.05% 309
2023
Q4 		$34.7M Sell
223,564
-5,203
-2% -$721K 0.06% 287
2023
Q3 		$31M Sell
228,767
-3,485
-2% -$500K 0.05% 308
2023
Q2 		$32.7M Sell
232,252
-21,063
-8% -$2.85M 0.05% 304
2023
Q1 		$34.7M Sell
253,315
-35,033
-12% -$5.08M 0.06% 279
2022
Q4 		$40M Buy
288,348
+40,331
+16% +$5.69M 0.07% 248
2022
Q3 		$32M Sell
248,017
-3,817
-2% -$552K 0.06% 277
2022
Q2 		$34.3M Sell
251,834
-44,756
-15% -$6.66M 0.06% 274
2022
Q1 		$47.9M Sell
296,590
-63,696
-18% -$10.2M 0.08% 239
2021
Q4 		$59.8M Sell
360,286
-90,650
-20% -$15.1M 0.09% 215
2021
Q3 		$72.3M Buy
450,936
+87,862
+24% +$14.1M 0.12% 182
2021
Q2 		$60.2M Sell
363,074
-409,419
-53% -$67.5M 0.1% 212
2021
Q1 		$123M Buy
772,493
+39,112
+5% +$5.91M 0.21% 112
2020
Q4 		$96.6M Buy
733,381
+356,845
+95% +$42.1M 0.18% 125
2020
Q3 		$37.4M Buy
376,536
+12,100
+3% +$1.23M 0.08% 233
2020
Q2 		$35.5M Sell
364,436
-23,562
-6% -$2.14M 0.08% 241
2020
Q1 		$31.8M Sell
387,998
-19,700
-5% -$2.21M 0.08% 242
2019
Q4 		$52.4M Buy
407,698
+348,231
+586% +$43.1M 0.11% 199
2019
Q3 		$7.1M Sell
59,467
-1,742
-3% -$206K 0.12% 178
2019
Q2 		$7.38M Buy
61,209
+3,359
+6% +$406K 0.13% 172
2019
Q1 		$6.94M Sell
57,850
-404
-0.7% -$48.3K 0.12% 175
2018
Q4 		$6.26M Buy
58,254
+5,321
+10% +$640K 0.13% 172
2018
Q3 		$7.04M Buy
52,933
+6,431
+14% +$866K 0.13% 179
2018
Q2 		$6.13M Sell
46,502
-1,565
-3% -$202K 0.12% 205
2018
Q1 		$5.86M Buy
48,067
+381
+0.8% +$47.7K 0.11% 220
2017
Q4 		$6M Buy
47,686
+3,753
+9% +$469K 0.11% 219
2017
Q3 		$5.45M Sell
43,933
-2,413
-5% -$284K 0.11% 231
2017
Q2 		$5.51M Buy
46,346
+1,111
+2% +$131K 0.11% 222
2017
Q1 		$5.34M Sell
45,235
-552
-1% -$65.5K 0.11% 225
2016
Q4 		$5.45M Sell
45,787
-4,375
-9% -$483K 0.11% 221
2016
Q3 		$5.25M Sell
50,162
-645
-1% -$66.1K 0.11% 225
2016
Q2 		$4.94M Sell
50,807
-3,484
-6% -$332K 0.1% 226
2016
Q1 		$5.06M Buy
54,291
+3,678
+7% +$319K 0.13% 185
2015
Q4 		$4.65M Sell
50,613
-6,742
-12% -$640K 0.12% 195
2015
Q3 		$5.17M Sell
57,355
-11,241
-16% -$1.08M 0.13% 181
2015
Q2 		$7M Buy
68,596
+1,260
+2% +$130K 0.19% 147
2015
Q1 		$6.95M Sell
67,336
-404
-0.6% -$40.8K 0.2% 133
2014
Q4 		$6.89M Buy
67,740
+4,214
+7% +$413K 0.2% 129
2014
Q3 		$5.94M Buy
63,526
+17,849
+39% +$1.77M 0.18% 140
2014
Q2 		$4.72M Buy
45,677
+766
+2% +$76.1K 0.14% 178
2014
Q1 		$4.53M Buy
44,911
+409
+0.9% +$40.3K 0.14% 175
2013
Q4 		$4.43M Buy
44,502
+14,615
+49% +$1.4M 0.14% 175
2013
Q3 		$2.74M Buy
29,887
+3,463
+13% +$312K 0.1% 226
2013
Q2 		$2.27M Buy
+26,424
New +$2.24M 0.08% 230

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

Truist Financial's IWN Position: Q2 2026 in Review

Truist Financial reduced its iShares Russell 2000 Value ETF (IWN) stake by 12% in Q2 2026, selling an estimated $3.43M and leaving 124,455 shares worth $27.5M. The position accounts for 0.03% of the portfolio, ranked #364.

Truist Financial first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $123M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Truist Financial held 124,455 shares of iShares Russell 2000 Value ETF worth $27.5M as of Q2 2026.
  • Truist Financial sold 16,396 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.43M.
  • iShares Russell 2000 Value ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #364 holding.
  • Truist Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's iShares Russell 2000 Value ETF position peaked at $123M in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.