Wells Fargo
IWN icon

Wells Fargo’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wells Fargo’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
2013
Q3 		– Sell
-1,300
Closed -$3K – 5743
2013
Q2 		$3K Buy
+1,300
New +$110K ﹤0.01% 5311

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 22.9% 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 29.18% 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

Wells Fargo's IWN Position: Q2 2026 in Review

Wells Fargo reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q2 2026, selling an estimated $2.24M and leaving 866,095 shares worth $192M. The position accounts for 0.03% of the portfolio, ranked #445.

Wells Fargo first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $564M in Q2 2021. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wells Fargo held 866,095 shares of iShares Russell 2000 Value ETF worth $192M as of Q2 2026.
  • Wells Fargo sold 10,723 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.24M.
  • iShares Russell 2000 Value ETF made up 0.03% of Wells Fargo's portfolio in Q2 2026, its #445 holding.
  • Wells Fargo first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's iShares Russell 2000 Value ETF position peaked at $564M in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.