Purchases and Sales Made in Q4 2025 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
25.1K+ 75.61% |
$4.32M - $4.55M
|
58.2K
$10.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
21.2KNew |
$3.65M - $3.85M
|
21.2K
$3.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
15.4KNew |
$2.65M - $2.79M
|
15.4K
$2.69M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
15.2KNew |
$2.61M - $2.75M
|
15.2K
$2.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.7KNew |
$2.36M - $2.49M
|
13.7K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
10.2K+ 23.48% |
$1.77M - $1.86M
|
53.9K
$9.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.89K+ 3.34% |
$1.36M - $1.43M
|
244K
$42.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.63KNew |
$1.14M - $1.2M
|
6.63K
$1.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.63K+ 57.98% |
$971K - $1.02M
|
15.3K
$2.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.26KNew |
$907K - $955K
|
5.26K
$919K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.22K+ 43.32% |
$728K - $767K
|
14K
$2.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.81KNew |
$656K - $691K
|
3.81K
$665K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.62K+ 41.35% |
$623K - $656K
|
12.4K
$2.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.46KNew |
$596K - $628K
|
3.46K
$604K
|
|
|
Jan 23, 2026
Q4 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.24KNew |
$386K - $407K
|
2.24K
$391K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.51KNew |
$260K - $274K
|
1.51K
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.43KNew |
$246K - $260K
|
1.43K
$250K
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
1.41KNew |
$243K - $256K
|
1.41K
$246K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.41K+ 14.68% |
$242K - $255K
|
11K
$1.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.37KNew |
$237K - $249K
|
1.37K
$240K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.26KNew |
$216K - $228K
|
1.26K
$219K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.24KNew |
$214K - $225K
|
1.24K
$217K
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.16K+ 2.17% |
$200K - $210K
|
54.7K
$9.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
1.14KNew |
$196K - $206K
|
1.14K
$198K
|
|
|
Jan 26, 2026
Q4 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.14K+ 3.23% |
$196K - $206K
|
36.3K
$6.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12KNew |
$193K - $204K
|
1.12K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.11KNew |
$191K - $202K
|
1.11K
$194K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$190K - $200K
|
1.1K
$192K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05KNew |
$180K - $190K
|
1.05K
$183K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
988New |
$170K - $179K
|
988
$173K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
900New |
$155K - $163K
|
900
$157K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
833+ 6.05% |
$144K - $151K
|
14.6K
$2.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
815+ 1.57% |
$140K - $148K
|
52.8K
$9.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
802+ 49.38% |
$138K - $146K
|
2.43K
$424K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
759+ 2.03% |
$131K - $138K
|
38.2K
$6.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
751+ 17.95% |
$129K - $136K
|
4.93K
$862K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
739+ 45.65% |
$127K - $134K
|
2.36K
$412K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
690+ 53.28% |
$119K - $125K
|
1.99K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
656New |
$113K - $119K
|
656
$115K
|
|
|
Jan 28, 2026
Q4 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
646New |
$111K - $117K
|
646
$113K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
577+ 3.18% |
$99.4K - $105K
|
18.7K
$3.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
532+ 38.69% |
$91.7K - $96.6K
|
1.91K
$333K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
507+ 1448.57% |
$87.4K - $92K
|
542
$94.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
400New |
$68.9K - $72.6K
|
400
$69.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
392+ 4.24% |
$67.6K - $71.2K
|
9.64K
$1.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
375+ 218.02% |
$64.6K - $68.1K
|
547
$95.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
351+ 21.26% |
$60.5K - $63.7K
|
2K
$350K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
330New |
$56.9K - $59.9K
|
330
$57.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
283+ 2.89% |
$48.8K - $51.4K
|
10.1K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
270+ 225.0% |
$46.5K - $49K
|
390
$68.1K
|
|