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

William Blair 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 Q1	$95.2K	Sell	502 -3,319	-87%	-$642K	﹤0.01%	413
2025 Q4	$692K	Buy	+3,821	New	+$686K	﹤0.01%	372
2025 Q1	–	Sell	-22,315	Closed	-$3.66M	–	442
2024 Q4	$3.66M	Buy	+22,315	New	+$3.81M	0.01%	353
2024 Q1	–	Sell	-14,662	Closed	-$2.28M	–	421
2023 Q4	$2.28M	Buy	+14,662	New	+$2.03M	0.01%	342
2023 Q1	–	Sell	-17,664	Closed	-$2.45M	–	411
2022 Q4	$2.45M	Buy	+17,664	New	+$2.49M	0.01%	340
2019 Q2	–	Sell	-175,774	Closed	-$21.1M	–	398
2019 Q1	$21.1M	Buy	+175,774	New	+$21M	0.09%	197
2018 Q4	–	Sell	-378	Closed	-$50K	–	419
2018 Q3	$50K	Sell	378 -49,093	-99%	-$6.61M	﹤0.01%	419
2018 Q2	$6.53M	Buy	+49,471	New	+$6.38M	0.02%	353

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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

William Blair Investment Management's IWN Position: Q1 2026 in Review

William Blair Investment Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 87% in Q1 2026, selling an estimated $642K and leaving 502 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

William Blair Investment Management first reported a position in IWN in Q2 2018 and has held it in 8 quarters since. The position peaked at $21.1M in Q1 2019. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

William Blair Investment Management held 502 shares of iShares Russell 2000 Value ETF worth $95.2K as of Q1 2026.
William Blair Investment Management sold 3,319 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $642K.
iShares Russell 2000 Value ETF made up ﹤0.01% of William Blair Investment Management's portfolio in Q1 2026, its #413 holding.
William Blair Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 8 quarters since.
William Blair Investment Management's iShares Russell 2000 Value ETF position peaked at $21.1M in Q1 2019.
1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on William Blair Investment Management's 13F filing for Q1 2026, filed 8 May 2026.