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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
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's IWN Position: Q1 2026 in Review

Wells Fargo reduced its iShares Russell 2000 Value ETF (IWN) stake by 14% in Q1 2026, selling an estimated $27.1M and leaving 876,818 shares worth $166M. The position accounts for 0.03% of the portfolio, ranked #450.

Wells Fargo first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $564M in Q2 2021. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Wells Fargo held 876,818 shares of iShares Russell 2000 Value ETF worth $166M as of Q1 2026.
  • Wells Fargo sold 139,946 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $27.1M.
  • iShares Russell 2000 Value ETF made up 0.03% of Wells Fargo's portfolio in Q1 2026, its #450 holding.
  • Wells Fargo first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares Russell 2000 Value ETF position peaked at $564M in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.