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Trust Company of Toledo’s iShares Russell 2000 Value ETF IWN Stock Holding History

Trust Company of Toledo’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 		$68.4K Hold
309
– – 0.01% 426
2026
Q1 		$58.6K Sell
309
-51
-14% -$9.87K 0.01% 430
2025
Q4 		$65.2K Hold
360
– – 0.01% 391
2025
Q3 		$63.7K Sell
360
-61
-14% -$10.3K 0.01% 397
2025
Q2 		$66.4K Buy
+421
New +$62.7K 0.01% 379
2014
Q1 		– Sell
-2,519
Closed -$251K – 182
2013
Q4 		$251K Buy
+2,519
New +$241K 0.08% 167

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Trust Company of Toledo's IWN Position: Q2 2026 in Review

Trust Company of Toledo held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 309 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #426.

Trust Company of Toledo first reported a position in IWN in Q4 2013 and has held it in 6 quarters since. The position peaked at $251K in Q4 2013. 455 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Trust Company of Toledo held 309 shares of iShares Russell 2000 Value ETF worth $68.4K as of Q2 2026.
  • Trust Company of Toledo left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #426 holding.
  • Trust Company of Toledo first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 6 quarters since.
  • Trust Company of Toledo's iShares Russell 2000 Value ETF position peaked at $251K in Q4 2013.
  • 455 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.