BSC
IWN icon

BOLTON SECURITIES CORPORATION’s iShares Russell 2000 Value ETF IWN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$102K Hold
487
– – ﹤0.01% 1122
2026
Q2 		$108K Hold
487
– – ﹤0.01% 1092
2026
Q1 		$92.3K Buy
+487
New +$94.3K ﹤0.01% 1048
2025
Q3 		$86.1K Buy
+487
New +$82.2K ﹤0.01% 1018
2025
Q1 		$51.6K Buy
+342
New +$55.2K ﹤0.01% 1038

Other funds holding IWN

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 487 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

BOLTON SECURITIES CORPORATION first reported a position in IWN in Q1 2025 and has held it in 5 quarters since. The position peaked at $108K in Q2 2026. 826 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 487 shares of iShares Russell 2000 Value ETF worth $102K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1122 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Russell 2000 Value ETF position peaked at $108K in Q2 2026.
  • 826 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.