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

Villanova 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 		$1.71M Sell
7,738
-2,600
-25% -$544K 1.62% 29
2026
Q1 		$1.96M Buy
+10,338
New +$2M 2.01% 19

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

Villanova Investment Management's IWN Position: Q2 2026 in Review

Villanova Investment Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 25% in Q2 2026, selling an estimated $544K and leaving 7,738 shares worth $1.71M. The position accounts for 1.62% of the portfolio, ranked #29.

Villanova Investment Management first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.96M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Villanova Investment Management held 7,738 shares of iShares Russell 2000 Value ETF worth $1.71M as of Q2 2026.
  • Villanova Investment Management sold 2,600 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $544K.
  • iShares Russell 2000 Value ETF made up 1.62% of Villanova Investment Management's portfolio in Q2 2026, its #29 holding.
  • Villanova Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Villanova Investment Management's iShares Russell 2000 Value ETF position peaked at $1.96M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Villanova Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.