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Vaughan Nelson Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vaughan Nelson Investment Management’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 		$194M Sell
876,999
-231,921
-21% -$48.5M 1.72% 7
2026
Q1 		$210M Buy
1,108,920
+2,550
+0.2% +$494K 2.11% 4
2025
Q4 		$200M Sell
1,106,370
-44,705
-4% -$8.03M 1.96% 8
2025
Q3 		$204M Sell
1,151,075
-139,335
-11% -$23.5M 1.85% 10
2025
Q2 		$204M Buy
1,290,410
+55,950
+5% +$8.33M 1.91% 9
2025
Q1 		$186M Buy
1,234,460
+1,180,955
+2,207% +$191M 1.86% 13
2024
Q4 		$8.78M Sell
53,505
-611,950
-92% -$104M 0.08% 139
2024
Q3 		$111M Buy
665,455
+622,725
+1,457% +$101M 0.99% 32
2024
Q2 		$6.51M Sell
42,730
-7,205
-14% -$1.1M 0.06% 141
2024
Q1 		$7.93M Sell
49,935
-13,640
-21% -$2.07M 0.07% 141
2023
Q4 		$9.88M Sell
63,575
-15,430
-20% -$2.14M 0.1% 148
2023
Q3 		$10.7M Sell
79,005
-798,277
-91% -$114M 0.12% 147
2023
Q2 		$124M Buy
877,282
+793,067
+942% +$107M 1.37% 22
2023
Q1 		$11.5M Buy
84,215
+9,705
+13% +$1.41M 0.14% 127
2022
Q4 		$10.3M Buy
74,510
+4,655
+7% +$657K 0.13% 138
2022
Q3 		$9.01M Sell
69,855
-15,005
-18% -$2.17M 0.13% 124
2022
Q2 		$11.6M Sell
84,860
-5,560
-6% -$827K 0.16% 123
2022
Q1 		$14.6M Buy
90,420
+6,930
+8% +$1.1M 0.17% 130
2021
Q4 		$13.9M Sell
83,490
-251,120
-75% -$41.8M 0.14% 137
2021
Q3 		$53.6M Sell
334,610
-80,890
-19% -$13M 0.54% 57
2021
Q2 		$68.9M Buy
415,500
+26,330
+7% +$4.34M 0.7% 44
2021
Q1 		$62.1M Sell
389,170
-3,030
-0.8% -$458K 0.66% 53
2020
Q4 		$51.7M Buy
392,200
+56,350
+17% +$6.65M 0.61% 57
2020
Q3 		$33.4M Buy
335,850
+93,330
+38% +$9.48M 0.46% 70
2020
Q2 		$23.6M Buy
+242,520
New +$22.1M 0.34% 107
2018
Q2 		– Sell
-165,780
Closed -$20.2M – 194
2018
Q1 		$20.2M Sell
165,780
-429,400
-72% -$53.8M 0.25% 153
2017
Q4 		$74.8M Sell
595,180
-21,925
-4% -$2.74M 0.87% 26
2017
Q3 		$76.6M Sell
617,105
-672,445
-52% -$79.3M 0.91% 27
2017
Q2 		$153M Sell
1,289,550
-42,700
-3% -$5.02M 1.83% 1
2017
Q1 		$157M Sell
1,332,250
-192,000
-13% -$22.8M 1.85% 2
2016
Q4 		$181M Buy
1,524,250
+143,875
+10% +$15.9M 2.14% 2
2016
Q3 		$145M Buy
1,380,375
+1,220,425
+763% +$125M 1.71% 4
2016
Q2 		$15.6M Sell
159,950
-1,056,400
-87% -$101M 0.2% 137
2016
Q1 		$113M Buy
1,216,350
+860,775
+242% +$74.7M 1.43% 9
2015
Q4 		$32.7M Buy
355,575
+194,775
+121% +$18.5M 0.42% 109
2015
Q3 		$14.5M Sell
160,800
-64,500
-29% -$6.19M 0.21% 131
2015
Q2 		$23M Buy
225,300
+123,950
+122% +$12.8M 0.32% 121
2015
Q1 		$10.5M Buy
101,350
+8,050
+9% +$812K 0.16% 128
2014
Q4 		$9.49M Buy
93,300
+18,400
+25% +$1.8M 0.14% 132
2014
Q3 		$7.01M Buy
74,900
+357
+0.5% +$35.3K 0.1% 144
2014
Q2 		$7.7M Buy
74,543
+9,550
+15% +$949K 0.11% 154
2014
Q1 		$6.55M Buy
64,993
+10,400
+19% +$1.02M 0.1% 150
2013
Q4 		$5.43M Sell
54,593
-45,850
-46% -$4.38M 0.08% 148
2013
Q3 		$9.21M Buy
+100,443
New +$9.05M 0.16% 144

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vaughan Nelson Investment Management's IWN Position: Q2 2026 in Review

Vaughan Nelson Investment Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 21% in Q2 2026, selling an estimated $48.5M and leaving 876,999 shares worth $194M. The position accounts for 1.72% of the portfolio, ranked #7.

Vaughan Nelson Investment Management first reported a position in IWN in Q3 2013 and has held it in 44 quarters since. The position peaked at $210M in Q1 2026. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Vaughan Nelson Investment Management held 876,999 shares of iShares Russell 2000 Value ETF worth $194M as of Q2 2026.
  • Vaughan Nelson Investment Management sold 231,921 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $48.5M.
  • iShares Russell 2000 Value ETF made up 1.72% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #7 holding.
  • Vaughan Nelson Investment Management first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and has held it in 44 quarters since.
  • Vaughan Nelson Investment Management's iShares Russell 2000 Value ETF position peaked at $210M in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.