WGCA
IWN icon

Wolf Group Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$2.14M Buy
+14,147
New +$2.29M 0.72% 42
2024
Q3 		– Sell
-10,921
Closed -$1.66M – 122
2024
Q2 		$1.66M Buy
+10,921
New +$1.67M 0.66% 57

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolf Group Capital Advisors's IWN Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2025: 14,147 shares worth $2.14M. The stake represents 0.72% of the portfolio and ranks #42 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in IWN as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in IWN in Q2 2024 and has held it in 2 quarters since. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Wolf Group Capital Advisors held 14,147 shares of iShares Russell 2000 Value ETF worth $2.14M as of Q1 2025.
  • iShares Russell 2000 Value ETF was a new Wolf Group Capital Advisors position in Q1 2025.
  • iShares Russell 2000 Value ETF made up 0.72% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #42 holding.
  • Wolf Group Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.