Vestmark Advisory Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vestmark Advisory Solutions’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 Q1	–	Sell	-5,031	Closed	-$912K	–	1377
2025 Q4	$912K	Buy	+5,031	New	+$904K	0.01%	830
2025 Q1	–	Sell	-2,305	Closed	-$378K	–	652
2024 Q4	$378K	Buy	+2,305	New	+$393K	0.01%	461
2022 Q1	–	Sell	-2,049	Closed	-$340K	–	879
2021 Q4	$340K	Sell	2,049 -2,133	-51%	-$355K	0.02%	666
2021 Q3	$670K	Buy	4,182 +2,146	+105%	+$345K	0.05%	410
2021 Q2	$338K	Buy	+2,036	New	+$336K	0.02%	589

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vestmark Advisory Solutions's IWN Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 5,031 shares — an estimated $912K sold.

Vestmark Advisory Solutions first reported a position in IWN in Q2 2021 and held it in 5 quarters. The position peaked at $912K in Q4 2025. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Vestmark Advisory Solutions reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 5,031 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $912K.
Vestmark Advisory Solutions first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 5 quarters.
Vestmark Advisory Solutions's iShares Russell 2000 Value ETF position peaked at $912K in Q4 2025.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.