IWN · Insider trading · 13F holders · Congress trades
iShares Russell 2000 Valu e ETF (IWN)
Who is buying and selling IWN: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 185
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
IWN at a glance
- No open-market insider purchases or sales of IWN were filed in the last 90 days.
- 185 13F filers hold IWN among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are Elite Financial, Inc. (8.5%), Powell Investment Advisors, LLC (7.7%) and Lwm Advisors Inc (6.8%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
- Members of Congress have disclosed 20 IWN trades since 2015, 0 purchases and 3 sales in the past year; the latest was Alan S. Lowenthal (D-CA), selling $15K–50K on Dec 15, 2021.
- IWN last closed at $215.15 on Oct 30, 2026.
IWN insider trading
No open-market insider purchases or sales of IWN were filed in the last 90 days.
Who owns IWN? Hedge funds and superinvestors
185 13F filers hold IWN among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are Elite Financial, Inc. (8.5%), Powell Investment Advisors, LLC (7.7%) and Lwm Advisors Inc (6.8%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| TIAA Wealth Investment Management LLCAsset manager | 2.2% | $330.9M | 1,495,599 | -3.2% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 1.5% | $270.1M | 1,289,398 | +0.6% shares | Q3 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.9% | $269.6M | 1,218,672 | +1.5% shares | Q2 2026 |
| M&T Bank CorpBank & trust | 0.8% | $265.0M | 1,198,061 | +16.0% shares | Q2 2026 |
| Vaughan Nelson Investment Management, L.P.Institutional asset manager | 1.7% | $194.0M | 876,999 | -20.9% shares | Q2 2026 |
| Betterment LLCWealth manager | 0.2% | $143.1M | 646,889 | -3.8% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 2.4% | $136.8M | 653,168 | -0.2% shares | Q3 2026 |
| Bailard, Inc.Wealth manager | 2.1% | $103.2M | 492,591 | +1.4% shares | Q3 2026 |
| Badgley Phelps Wealth Managers, LLCWealth manager | 1.5% | $84.2M | 402,223 | +1.1% shares | Q3 2026 |
| Whittier Trust CoBank & trust | 0.5% | $53.3M | 240,327 | — | Q2 2026 |
| Choreo, LLCWealth manager | 0.5% | $51.7M | 246,684 | +1.4% shares | Q3 2026 |
| AMG National Trust BankBank & trust | 1.1% | $51.5M | 233,018 | -2.0% shares | Q2 2026 |
| Comprehensive Financial Management LLCWealth manager | 1.7% | $51.0M | 230,481 | +0.0% shares | Q2 2026 |
| Stephens Group Asset Management, LLCWealth manager | 2.8% | $48.4M | 231,073 | -1.2% shares | Q3 2026 |
| Waldron Private Wealth LLCWealth manager | 1.2% | $36.0M | 162,783 | -2.3% shares | Q2 2026 |
| Pure Financial Advisors, LLCWealth manager | 0.4% | $32.5M | 147,065 | -0.3% shares | Q2 2026 |
| Whittier Trust Co of Nevada IncBank & trust | 0.5% | $29.0M | 131,921 | — | Q2 2026 |
| Courier Capital LLCWealth manager | 1.4% | $27.5M | 131,131 | +0.6% shares | Q3 2026 |
| WoodTrust Financial CorpWealth manager | 3.2% | $26.7M | 127,265 | -3.7% shares | Q3 2026 |
| Flow Traders U.s. LLCInvestment manager | 1.0% | $24.1M | 109,004 | +15.9% shares | Q2 2026 |
| Powell Investment Advisors, LLCWealth manager | 7.7% | $24.1M | 115,107 | -0.1% shares | Q3 2026 |
| Zhang Financial LLCWealth manager | 0.6% | $21.7M | 97,906 | -1.4% shares | Q2 2026 |
| Elite Financial, Inc.Wealth manager | 8.5% | $21.1M | 95,544 | -0.9% shares | Q2 2026 |
| Hilltop Partners LLCHedge fund | 4.5% | $18.4M | 83,327 | — | Q2 2026 |
| Strategic Equity ManagementWealth manager | 5.4% | $16.2M | 73,135 | +6.7% shares | Q2 2026 |
| Aspiriant, LLCWealth manager | 0.4% | $16.0M | 76,365 | -3.8% shares | Q3 2026 |
| Leeward Investments, LLC - MAAsset manager | 0.8% | $15.7M | 75,047 | — | Q3 2026 |
| Hillcrest Wealth Advisors - NY, LLCWealth manager | 5.3% | $14.9M | 71,297 | +1.8% shares | Q3 2026 |
| Jasper Ridge Partners, L.P.Asset manager | 0.3% | $14.7M | 66,631 | -79.3% shares | Q2 2026 |
| Tiaa Trust, National AssociationBank & trust | 0.9% | $14.7M | 66,250 | -1.1% shares | Q2 2026 |
The 30 largest of 185 positions, by value. Each manager counts with its latest 13F (Q3 2026: 83, Q2 2026: 102). Screen IWN in the grand portfolio →
IWN stock trades by members of Congress
Members of Congress have disclosed 20 IWN trades since 2015, 0 purchases and 3 sales in the past year; the latest was Alan S. Lowenthal (D-CA), selling $15K–50K on Dec 15, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 25, 2021 | Alan S. LowenthalD-CA · House | Sale | $15K–50K | Dec 15, 2021 | +33.3% |
| Dec 25, 2021 | Alan S. LowenthalD-CA · House | Sale | $1K–15K | Dec 15, 2021 | +33.3% |
| Dec 25, 2021 | Alan S. LowenthalD-CA · House | Sale | $1K–15K | Dec 15, 2021 | +33.3% |
| Dec 23, 2020 | Greg GianforteR-MT · House | Sale | $250K–500K | Dec 18, 2020 | +65.0% |
| Dec 23, 2020 | Greg GianforteR-MT · House | Sale | $500K–1M | Dec 15, 2020 | +63.3% |
| Dec 3, 2020 | Greg GianforteR-MT · House | Buy | $1K–15K | Nov 16, 2020 | +76.4% |
| Dec 2, 2020 | Greg GianforteR-MT · House | Buy | $500K–1M | Nov 12, 2020 | +87.5% |
| Nov 21, 2020 | Alan S. LowenthalD-CA · House | Buy | $15K–50K | Nov 10, 2020 | +81.3% |
| Nov 21, 2020 | Alan S. LowenthalD-CA · House | Buy | $1K–15K | Nov 10, 2020 | +81.3% |
| Nov 21, 2020 | Alan S. LowenthalD-CA · House | Buy | $712 | Nov 10, 2020 | +81.3% |
| Nov 21, 2020 | Alan S. LowenthalD-CA · House | Buy | $1K–15K | Nov 9, 2020 | +86.2% |
| Nov 16, 2020 | Alan S. LowenthalD-CA · House | Buy | $15K–50K | Nov 9, 2020 | +86.2% |
| Nov 16, 2020 | Alan S. LowenthalD-CA · House | Buy | $1K–15K | Nov 9, 2020 | +86.2% |
| Jul 30, 2020 | David P. JoyceR-OH · House | Buy | $1K–15K | Dec 31, 2019 | +67.3% |
| Dec 21, 2018 | Pete SessionsR-TX · House | Sale | $1K–15K | Jul 31, 2018 | +61.0% |
| Nov 28, 2017 | Pete SessionsR-TX · House | Sale | $15K–50K | Nov 22, 2017 | +72.1% |
| May 18, 2016 | Pete SessionsR-TX · House | Buy | $50K–100K | Jul 30, 2015 | +118.7% |
| May 18, 2016 | Pete SessionsR-TX · House | Buy | $1K–15K | Jul 28, 2015 | +120.3% |
| Feb 6, 2016 | Thomas MacArthurR-NJ · House | Sale | $250K–500K | Jan 19, 2016 | +163.4% |
| Jan 6, 2016 | Thomas MacArthurR-NJ · House | Buy | $250K–500K | Dec 16, 2015 | +129.9% |
5 members have traded IWN: Alan S. Lowenthal, Greg Gianforte, David P. Joyce, Pete Sessions, Thomas MacArthur.
IWN questions and answers
Are insiders buying IWN stock?
No open-market insider purchases or sales of IWN were filed in the last 90 days.
Which hedge funds own IWN?
185 13F filers hold IWN among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are Elite Financial, Inc. (8.5%), Powell Investment Advisors, LLC (7.7%) and Lwm Advisors Inc (6.8%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
Has Congress traded IWN?
Members of Congress have disclosed 20 IWN trades since 2015, 0 purchases and 3 sales in the past year; the latest was Alan S. Lowenthal (D-CA), selling $15K–50K on Dec 15, 2021.
Who is the largest holder of IWN?
Among 13F filers, TIAA Wealth Investment Management LLC reports the largest IWN position, $330.9M (1,495,599 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Elite Financial, Inc.'s: 8.5% of its portfolio.
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