IWN — ISHARES RUSSELL 2000 VALUE E

Ownership history in Quantbot Technologies LP  ·  14 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in ISHARES RUSSELL 2000 VALUE E (IWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2020 Q1)
Avg. % of fund
0.07%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,000 -6,049 -66.8% 0.01% $530K $175.32
2025 Q2 ADDED 9,049 +4,501 +99.0% 0.04% $1.4M $155.70
2025 Q1 REDUCED 4,548 -2,425 -34.8% 0.02% $687K $148.34
2024 Q4 ADDED 6,973 +4,216 +152.9% 0.04% $1.1M $160.78
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% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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