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Watts Gwilliam & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

Watts Gwilliam & Co’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
Q3 		$556K Buy
3,142
+3
+0.1% +$506 0.09% 125
2025
Q2 		$562K Sell
3,139
-41
-1% -$6.11K 0.09% 126
2025
Q1 		$480K Buy
3,180
+3
+0.1% +$485 0.1% 129
2024
Q4 		$522K Buy
3,177
+4
+0.1% +$683 0.11% 120
2024
Q3 		$519K Buy
+3,173
New +$515K 0.11% 120
2024
Q1 		$534K Buy
+3,383
New +$512K 0.16% 104

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Watts Gwilliam & Co's IWN Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Russell 2000 Value ETF (IWN) stake by 0.1% in Q3 2025, buying an estimated $506 and bringing the position to 3,142 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #125.

Watts Gwilliam & Co first reported a position in IWN in Q1 2024 and has held it in 6 quarters since. The position peaked at $562K in Q2 2025. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Watts Gwilliam & Co held 3,142 shares of iShares Russell 2000 Value ETF worth $556K as of Q3 2025.
  • Watts Gwilliam & Co bought 3 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $506.
  • iShares Russell 2000 Value ETF made up 0.09% of Watts Gwilliam & Co's portfolio in Q3 2025, its #125 holding.
  • Watts Gwilliam & Co first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Russell 2000 Value ETF position peaked at $562K in Q2 2025.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.