UB
IWN icon

UMB Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

UMB Bank’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 		$1.07M Sell
4,857
-1,334
-22% -$279K 0.01% 352
2026
Q1 		$1.17M Sell
6,191
-495
-7% -$95.8K 0.02% 339
2025
Q4 		$1.21M Sell
6,686
-338
-5% -$60.7K 0.02% 332
2025
Q3 		$1.24M Sell
7,024
-267
-4% -$45.1K 0.02% 304
2025
Q2 		$1.15M Sell
7,291
-1,158
-14% -$172K 0.02% 303
2025
Q1 		$1.28M Sell
8,449
-157
-2% -$25.4K 0.02% 290
2024
Q4 		$1.41M Sell
8,606
-4,978
-37% -$850K 0.02% 278
2024
Q3 		$2.27M Sell
13,584
-991
-7% -$161K 0.04% 226
2024
Q2 		$2.22M Sell
14,575
-990
-6% -$151K 0.04% 230
2024
Q1 		$2.47M Sell
15,565
-356
-2% -$53.9K 0.04% 222
2023
Q4 		$2.47M Sell
15,921
-4,562
-22% -$632K 0.04% 223
2023
Q3 		$2.78M Buy
20,483
+2,171
+12% +$311K 0.04% 207
2023
Q2 		$2.58M Buy
18,312
+36
+0.2% +$4.87K 0.04% 222
2023
Q1 		$2.5M Sell
18,276
-603
-3% -$87.4K 0.04% 229
2022
Q4 		$2.62M Sell
18,879
-901
-5% -$127K 0.04% 230
2022
Q3 		$2.55M Sell
19,780
-1,757
-8% -$254K 0.04% 232
2022
Q2 		$2.93M Sell
21,537
-1,352
-6% -$201K 0.05% 239
2022
Q1 		$3.69M Sell
22,889
-1,438
-6% -$229K 0.05% 229
2021
Q4 		$4.04M Sell
24,327
-341
-1% -$56.8K 0.05% 222
2021
Q3 		$3.95M Sell
24,668
-1,765
-7% -$284K 0.09% 150
2021
Q2 		$4.38M Buy
26,433
+413
+2% +$68.1K 0.1% 139
2021
Q1 		$4.15M Buy
26,020
+2,832
+12% +$428K 0.1% 139
2020
Q4 		$3.06M Sell
23,188
-5,209
-18% -$615K 0.08% 150
2020
Q3 		$2.77M Hold
28,397
– – 0.09% 154
2020
Q2 		$2.77M Buy
28,397
+3,608
+15% +$328K 0.09% 154
2020
Q1 		$2.03M Sell
24,789
-3,242
-12% -$364K 0.07% 160
2019
Q4 		$3.6M Sell
28,031
-582
-2% -$72K 0.1% 139
2019
Q3 		$3.42K Sell
28,613
-1,848
-6% -$218K 0.08% 140
2019
Q2 		$3.67K Sell
30,461
-547
-2% -$66.1K 0.09% 139
2019
Q1 		$3.72M Sell
31,008
-1,191
-4% -$142K 0.11% 136
2018
Q4 		$3.46K Sell
32,199
-147,505
-82% -$17.8M 0.11% 129
2018
Q3 		$23.9M Buy
179,704
+41,612
+30% +$5.6M 0.71% 38
2018
Q2 		$18.2M Sell
138,092
-2,538
-2% -$327K 0.58% 53
2018
Q1 		$17.1M Buy
140,630
+54,110
+63% +$6.78M 0.55% 53
2017
Q4 		$10.9M Buy
86,520
+49,804
+136% +$6.23M 0.35% 74
2017
Q3 		$4.56M Sell
36,716
-6,389
-15% -$753K 0.16% 118
2017
Q2 		$5.12M Sell
43,105
-453
-1% -$53.3K 0.18% 106
2017
Q1 		$5.15M Sell
43,558
-630
-1% -$74.8K 0.18% 102
2016
Q4 		$5.25M Sell
44,188
-4,696
-10% -$519K 0.19% 105
2016
Q3 		$5.12M Buy
48,884
+6,791
+16% +$696K 0.21% 98
2016
Q2 		$4.09M Sell
42,093
-3,720
-8% -$354K 0.17% 105
2016
Q1 		$4.27M Sell
45,813
-10,942
-19% -$950K 0.18% 102
2015
Q4 		$5.22M Buy
+56,755
New +$5.39M 0.23% 94

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

UMB Bank's IWN Position: Q2 2026 in Review

UMB Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 22% in Q2 2026, selling an estimated $279K and leaving 4,857 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #352.

UMB Bank first reported a position in IWN in Q4 2015 and has held it in 43 quarters since. The position peaked at $23.9M in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • UMB Bank held 4,857 shares of iShares Russell 2000 Value ETF worth $1.07M as of Q2 2026.
  • UMB Bank sold 1,334 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $279K.
  • iShares Russell 2000 Value ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #352 holding.
  • UMB Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares Russell 2000 Value ETF position peaked at $23.9M in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.