University of Pittsburgh’s iShares Russell 2000 Value ETF IWN Stock Holding History

University of Pittsburgh’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
2025 Q1	–	Sell	-1,615	Closed	-$251K	–	2
2024 Q4	$251K	Hold	1,615	–	–	0.26%	2
2024 Q3	$269K	Hold	1,615	–	–	0.25%	2
2024 Q2	$246K	Hold	1,615	–	–	0.25%	2
2024 Q1	$256K	Hold	1,615	–	–	0.27%	2
2023 Q4	$251K	Hold	1,615	–	–	0.27%	2
2023 Q3	$219K	Hold	1,615	–	–	0.26%	2
2023 Q2	$227K	Sell	1,615 -960	-37%	-$130K	0.26%	2
2023 Q1	$353K	Buy	2,575 +680	+36%	+$98.6K	1.05%	3
2022 Q4	$263K	Buy	+1,895	New	+$268K	0.44%	4

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

University of Pittsburgh's IWN Position: Q1 2025 in Review

University of Pittsburgh sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,615 shares — an estimated $251K sold.

University of Pittsburgh first reported a position in IWN in Q4 2022 and held it in 9 quarters. The position peaked at $353K in Q1 2023. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

University of Pittsburgh reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
University of Pittsburgh sold 1,615 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $251K.
University of Pittsburgh first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 9 quarters.
University of Pittsburgh's iShares Russell 2000 Value ETF position peaked at $353K in Q1 2023.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on University of Pittsburgh's 13F filing for Q1 2025, filed 7 May 2025.