iShares Russell 2000 Value ETF
IWNFinancial·Exchange Traded Fund·USA·NYSE·Nov 13 • 6:45 AM ET
Price
IWN against its 20, 50 and 200-day averages6.6% under the 52-week high of 227.86 on 13 Aug 2026. 52-week low 168.75 on 20 Nov 2025. Last 15 sessions, 5.5% high to low
the line is the 50-bar volume average
Setup. RS line 60
CANSLIM 1 of 6 — fails: Performance: Year +50% — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Institutional Ownership: Over 50%; Average Volume: Over 200K
VCP 4 of 6 — fails: Average True Range: Under 2 — not on the tape: Relative Volume: Under 1
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 2 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10% — not on the tape: Relative Volume: Over 1.5
Leaders 2 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; Performance: Year +50% — not on the tape: Average Volume: Over 500K
Breakout 1 of 4 — fails: 52-Week High/Low: New High; 50-Day Simple Moving Average: Price above SMA50 — not on the tape: Relative Volume: Over 2
Growth 0 of 4 — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — not on the tape: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — not on the tape: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 0 of 4 — fails: Dividend Growth: Growing 2+ Years — not on the tape: Dividend Yield: Over 2%; Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 1 of 4 — fails: Performance: Year +50% — not on the tape: Float: Under 100M; Average Volume: Over 500K
Accumulation 2 of 4 — not on the tape: Institutional Ownership: Over 30%; Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100% — not on the tape: Average Volume: Over 500K
Profile
IWNiShares Russell 2000 Value ETF seeks to track the investment results of the Russell 2000 Value Index, which measures the performance of the small-capitalization value sector of the U.S. equity market. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Held by
AUMNews
latest 14 of 200- This 'intrinsic value' small-cap stock strategy keeps benefiting from deep research (MarketWatch)
- The Spill: Why Financial Pros Are Piling Into IWM Right Now (IPO-Edge.com)
- MoneyMasters Podcast 4-16-26- SP 500 Volatility, Midterms, the Fed's Next Move (MoneyShow)
- The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now (24/7 Wall St.)
- Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar? (Zacks)
- Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar? (Zacks)
- Are investors really suffering because companies report earnings every 3 months? (MarketWatch)
- Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar? (Zacks)
- Russell 2000 scores fresh record for the first time in 4 years. Why the small-cap rally still has room to run. (MarketWatch)
- Which sectors will fall if the Fed delivers a hawkish surprise at Jackson Hole? (Investing.com)
- Should Vanguard Small-Cap Value ETF (VBR) Be on Your Investing Radar? (Zacks)
- Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar? (Zacks)
- Should Invesco S&P SmallCap 600 Pure Value ETF (RZV) Be on Your Investing Radar? (Zacks)
- Should iShares S&P Small-Cap 600 Value ETF (IJS) Be on Your Investing Radar? (Zacks)
Quarterly earnings
actual against estimate
No quarterly earnings.
Annual earnings
No annual earnings.
Estimate revisions
Latest snapshot of each period and type.
No estimate revisions.
Estimate history
No estimate history.
Income statement, annual
No statement data.
Income statement, quarterly
The feed stopped.
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
The feed stopped.
No statement data.
Cash flow, quarterly
The feed stopped.
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 2.2M | - | 625.82K |
| 2026-10-15 | - | 2.1M | - | 599.55K |
| 2026-09-30 | - | 2.2M | - | 500.39K |
| 2026-09-15 | - | 1.8M | - | 538.66K |
| 2026-08-31 | - | 1.8M | - | 579.07K |
| 2026-08-14 | - | 1.9M | - | 646.86K |
| 2026-07-31 | - | 1.8M | - | 667.11K |
| 2026-07-15 | - | 1.9M | - | 702.04K |
| 2026-06-30 | - | 1.9M | - | 800.05K |
| 2026-06-15 | - | 1.8M | - | 781.95K |
| 2026-05-29 | - | 1.9M | - | 806.20K |
| 2026-05-15 | - | 1.8M | - | 776.37K |
| 2026-04-30 | - | 1.9M | - | 810.31K |
| 2026-04-15 | - | 1.7M | - | 811.59K |
| 2026-03-31 | - | 1.7M | - | 796.59K |
| 2026-03-13 | - | 2.0M | - | 800.71K |
| 2026-02-27 | - | 1.9M | - | 801.93K |
| 2026-02-13 | - | 1.8M | - | 836.28K |
| 2026-01-30 | - | 1.7M | - | 788.69K |
| 2026-01-15 | - | 2.1M | - | 786.02K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 105 | 107 | 109.9 | 0.00 | 3.208 | 0.00 | 0.00 | 0.976 | -0.299 | 0.017 |
| call | 110 | 102.1 | 105 | 0.00 | 3.059 | 0.00 | 0.00 | 0.975 | -0.297 | 0.018 |
| call | 115 | 97.00 | 100 | 0.00 | 2.882 | 0.00 | 0.00 | 0.973 | -0.295 | 0.019 |
| call | 120 | 92.10 | 95.00 | 0.00 | 2.712 | 0.00 | 0.00 | 0.972 | -0.292 | 0.020 |
| call | 125 | 87.00 | 89.90 | 0.00 | 2.519 | 0.00 | 0.00 | 0.970 | -0.289 | 0.021 |
| call | 130 | 81.70 | 84.90 | 80.77 | 2.364 | 2.00 | 0.00 | 0.968 | -0.286 | 0.022 |
| call | 135 | 76.70 | 80.00 | 0.00 | 2.240 | 0.00 | 0.00 | 0.966 | -0.282 | 0.024 |
| call | 140 | 71.70 | 74.90 | 0.00 | 2.068 | 0.00 | 0.00 | 0.963 | -0.279 | 0.025 |
| call | 145 | 67.00 | 70.00 | 0.00 | 1.951 | 0.00 | 0.00 | 0.961 | -0.274 | 0.026 |
| call | 150 | 61.70 | 65.00 | 73.78 | 1.813 | 2.00 | 0.00 | 0.958 | -0.270 | 0.028 |
| call | 155 | 56.80 | 60.00 | 57.70 | 1.678 | 0.00 | 0.00 | 0.955 | -0.265 | 0.030 |
| call | 160 | 51.80 | 55.00 | 52.78 | 1.546 | 1.00 | 0.00 | 0.951 | -0.260 | 0.032 |
| call | 165 | 47.10 | 50.00 | 0.00 | 1.417 | 0.00 | 0.00 | 0.946 | -0.254 | 0.034 |
| call | 170 | 42.10 | 45.00 | 46.35 | 1.290 | 7.00 | 0.00 | 0.941 | -0.248 | 0.036 |
| call | 175 | 36.80 | 40.00 | 0.00 | 1.165 | 0.00 | 0.00 | 0.935 | -0.241 | 0.039 |
| call | 176 | 35.60 | 39.00 | 0.00 | 1.140 | 0.00 | 0.00 | 0.934 | -0.239 | 0.040 |
| call | 177 | 34.80 | 38.00 | 0.00 | 1.115 | 0.00 | 0.00 | 0.933 | -0.238 | 0.040 |
| call | 178 | 33.80 | 37.00 | 0.00 | 1.090 | 0.00 | 0.00 | 0.931 | -0.236 | 0.041 |
| call | 179 | 32.90 | 36.00 | 0.00 | 1.066 | 0.00 | 0.00 | 0.930 | -0.234 | 0.042 |
| call | 180 | 32.10 | 35.00 | 35.70 | 1.041 | 3.00 | 0.00 | 0.928 | -0.232 | 0.043 |
| call | 181 | 30.90 | 34.00 | 19.18 | 1.016 | 0.00 | 0.00 | 0.927 | -0.231 | 0.043 |
| call | 182 | 29.90 | 33.00 | 42.50 | 0.992 | 1.00 | 0.00 | 0.925 | -0.229 | 0.044 |
| call | 183 | 28.90 | 32.00 | 0.00 | 0.967 | 0.00 | 0.00 | 0.923 | -0.227 | 0.045 |
| call | 184 | 27.90 | 31.00 | 0.00 | 0.942 | 0.00 | 0.00 | 0.921 | -0.225 | 0.046 |
| call | 185 | 26.90 | 30.00 | 34.06 | 0.918 | 1.00 | 0.00 | 0.919 | -0.223 | 0.047 |
| call | 186 | 25.90 | 29.00 | 0.00 | 0.893 | 0.00 | 0.00 | 0.917 | -0.221 | 0.048 |
| call | 187 | 24.90 | 28.00 | 19.57 | 0.869 | 1.00 | 0.00 | 0.915 | -0.219 | 0.048 |
| call | 188 | 23.90 | 27.00 | 26.42 | 0.844 | 6.00 | 1.00 | 0.912 | -0.217 | 0.049 |
| call | 189 | 22.80 | 26.00 | 18.30 | 0.820 | 28.00 | 0.00 | 0.910 | -0.214 | 0.051 |
| call | 190 | 21.90 | 25.10 | 16.30 | 0.809 | 1.00 | 0.00 | 0.907 | -0.212 | 0.052 |
| call | 191 | 21.10 | 24.10 | 0.00 | 0.784 | 0.00 | 0.00 | 0.904 | -0.209 | 0.053 |
| call | 192 | 19.80 | 23.10 | 0.00 | 0.759 | 0.00 | 0.00 | 0.901 | -0.208 | 0.054 |
| call | 193 | 18.80 | 22.10 | 0.00 | 0.734 | 0.00 | 0.00 | 0.896 | -0.209 | 0.056 |
| call | 194 | 18.20 | 21.10 | 0.00 | 0.709 | 0.00 | 0.00 | 0.891 | -0.210 | 0.058 |
| call | 195 | 16.90 | 20.00 | 30.75 | 0.671 | 13.00 | 0.00 | 0.885 | -0.210 | 0.060 |
| call | 196 | 15.90 | 19.10 | 17.20 | 0.658 | 1.00 | 0.00 | 0.879 | -0.211 | 0.063 |
| call | 197 | 15.20 | 18.10 | 23.90 | 0.633 | 2.00 | 0.00 | 0.873 | -0.211 | 0.065 |
| call | 198 | 13.60 | 17.10 | 24.65 | 0.607 | 18.00 | 0.00 | 0.866 | -0.211 | 0.067 |
| call | 199 | 13.00 | 16.10 | 16.20 | 0.581 | 181 | 0.00 | 0.858 | -0.211 | 0.070 |
| call | 200 | 12.40 | 15.10 | 16.20 | 0.555 | 35.00 | 0.00 | 0.850 | -0.210 | 0.073 |
| call | 205 | 7.50 | 10.40 | 23.75 | 0.451 | 21.00 | 0.00 | 0.788 | -0.205 | 0.090 |
| call | 210 | 3.30 | 5.30 | 6.33 | 0.274 | 11.00 | 0.00 | 0.672 | -0.172 | 0.113 |
| call | 215 | 0.80 | 2.05 | 1.77 | 0.235 | 28.00 | 2.00 | 0.401 | -0.189 | 0.120 |
| call | 220 | 0.00 | 1.45 | 0.65 | 0.318 | 263 | 0.00 | 0.255 | -0.210 | 0.100 |
| call | 225 | 0.00 | 4.90 | 0.80 | 0.393 | 469 | 0.00 | 0.168 | -0.191 | 0.078 |
| call | 230 | 0.00 | 4.90 | 0.40 | 0.489 | 19.00 | 0.00 | 0.151 | -0.230 | 0.073 |
| call | 235 | 0.00 | 4.90 | 0.50 | 0.578 | 370 | 0.00 | 0.132 | -0.247 | 0.067 |
| call | 240 | 0.00 | 4.90 | 0.50 | 0.661 | 5.00 | 0.00 | 0.118 | -0.262 | 0.062 |
| call | 245 | 0.00 | 4.90 | 0.03 | 0.740 | 3.00 | 0.00 | 0.108 | -0.275 | 0.058 |
| call | 250 | 0.00 | 4.90 | 0.05 | 0.868 | 2.00 | 0.00 | 0.116 | -0.339 | 0.061 |
| call | 255 | 0.00 | 4.90 | 0.38 | 0.888 | 2.00 | 0.00 | 0.094 | -0.297 | 0.052 |
| call | 260 | 0.00 | 4.90 | 0.00 | 0.957 | 0.00 | 0.00 | 0.088 | -0.306 | 0.050 |
| call | 265 | 0.00 | 5.00 | 0.38 | 1.084 | 5.00 | 0.00 | 0.097 | -0.372 | 0.054 |
| call | 270 | 0.00 | 5.00 | 0.00 | 1.150 | 0.00 | 0.00 | 0.093 | -0.382 | 0.052 |
| call | 275 | 0.00 | 5.00 | 0.00 | 1.215 | 0.00 | 0.00 | 0.089 | -0.390 | 0.050 |
| call | 280 | 0.00 | 0.95 | 0.95 | 1.146 | 4.00 | 0.00 | 0.064 | -0.287 | 0.040 |
| put | 105 | 0.00 | 5.00 | 0.00 | 2.698 | 0.00 | 0.00 | -0.023 | -0.297 | 0.017 |
| put | 110 | 0.00 | 5.00 | 0.00 | 2.541 | 0.00 | 0.00 | -0.025 | -0.294 | 0.018 |
| put | 115 | 0.00 | 5.00 | 0.00 | 2.390 | 0.00 | 0.00 | -0.026 | -0.291 | 0.019 |
| put | 120 | 0.00 | 5.00 | 0.00 | 2.245 | 0.00 | 0.00 | -0.028 | -0.287 | 0.020 |
| put | 125 | 0.00 | 5.00 | 0.00 | 2.106 | 0.00 | 0.00 | -0.030 | -0.284 | 0.021 |
| put | 130 | 0.00 | 5.00 | 0.00 | 1.972 | 0.00 | 0.00 | -0.032 | -0.280 | 0.022 |
| put | 135 | 0.00 | 5.00 | 0.00 | 1.843 | 0.00 | 0.00 | -0.034 | -0.276 | 0.023 |
| put | 140 | 0.00 | 5.00 | 0.00 | 1.717 | 0.00 | 0.00 | -0.036 | -0.272 | 0.025 |
| put | 145 | 0.00 | 5.00 | 1.89 | 1.596 | 0.00 | 0.00 | -0.039 | -0.267 | 0.026 |
| put | 150 | 0.00 | 4.90 | 0.00 | 1.400 | 0.00 | 0.00 | -0.035 | -0.214 | 0.024 |
| put | 155 | 0.00 | 4.90 | 0.00 | 1.362 | 0.00 | 0.00 | -0.045 | -0.257 | 0.030 |
| put | 160 | 0.00 | 4.90 | 0.00 | 1.181 | 0.00 | 0.00 | -0.041 | -0.205 | 0.027 |
| put | 165 | 0.00 | 4.90 | 0.82 | 1.075 | 1.00 | 0.00 | -0.045 | -0.200 | 0.029 |
| put | 170 | 0.00 | 4.90 | 0.00 | 0.971 | 0.00 | 0.00 | -0.049 | -0.195 | 0.032 |
| put | 175 | 0.00 | 4.90 | 0.28 | 0.869 | 1.00 | 0.00 | -0.054 | -0.189 | 0.034 |
| put | 176 | 0.00 | 4.90 | 0.00 | 0.849 | 0.00 | 0.00 | -0.055 | -0.187 | 0.035 |
| put | 177 | 0.00 | 4.90 | 0.00 | 0.829 | 0.00 | 0.00 | -0.056 | -0.186 | 0.035 |
| put | 178 | 0.00 | 4.90 | 0.00 | 0.808 | 0.00 | 0.00 | -0.058 | -0.185 | 0.036 |
| put | 179 | 0.00 | 4.90 | 0.00 | 0.788 | 0.00 | 0.00 | -0.059 | -0.183 | 0.037 |
| put | 180 | 0.00 | 4.90 | 0.42 | 0.768 | 2.00 | 0.00 | -0.060 | -0.182 | 0.037 |
| put | 181 | 0.00 | 4.90 | 0.00 | 0.748 | 0.00 | 0.00 | -0.062 | -0.180 | 0.038 |
| put | 182 | 0.00 | 4.90 | 0.00 | 0.728 | 0.00 | 0.00 | -0.063 | -0.179 | 0.039 |
| put | 183 | 0.00 | 4.90 | 0.00 | 0.708 | 0.00 | 0.00 | -0.065 | -0.177 | 0.039 |
| put | 184 | 0.00 | 4.90 | 0.45 | 0.688 | 1.00 | 0.00 | -0.066 | -0.176 | 0.040 |
| put | 185 | 0.00 | 4.90 | 0.31 | 0.668 | 1.00 | 0.00 | -0.068 | -0.174 | 0.041 |
| put | 186 | 0.00 | 4.90 | 0.37 | 0.648 | 2.00 | 0.00 | -0.070 | -0.172 | 0.042 |
| put | 187 | 0.00 | 4.90 | 0.41 | 0.628 | 1.00 | 0.00 | -0.072 | -0.170 | 0.043 |
| put | 188 | 0.00 | 4.90 | 16.40 | 0.608 | 0.00 | 0.00 | -0.074 | -0.168 | 0.044 |
| put | 189 | 0.00 | 4.90 | 15.49 | 0.588 | 7.00 | 0.00 | -0.076 | -0.167 | 0.045 |
| put | 190 | 0.00 | 4.90 | 0.43 | 0.610 | 1.00 | 0.00 | -0.092 | -0.200 | 0.052 |
| put | 191 | 0.00 | 4.90 | 0.47 | 0.548 | 2.00 | 0.00 | -0.081 | -0.162 | 0.047 |
| put | 192 | 0.00 | 4.90 | 0.50 | 0.528 | 0.00 | 0.00 | -0.084 | -0.162 | 0.048 |
| put | 193 | 0.00 | 4.90 | 0.00 | 0.508 | 0.00 | 0.00 | -0.089 | -0.164 | 0.050 |
| put | 194 | 0.00 | 4.90 | 0.00 | 0.488 | 0.00 | 0.00 | -0.095 | -0.166 | 0.053 |
| put | 195 | 0.00 | 4.90 | 2.30 | 0.468 | 1.00 | 0.00 | -0.100 | -0.167 | 0.055 |
| put | 196 | 0.00 | 4.90 | 0.38 | 0.448 | 5.00 | 0.00 | -0.106 | -0.170 | 0.057 |
| put | 197 | 0.00 | 4.90 | 0.00 | 0.427 | 0.00 | 0.00 | -0.113 | -0.171 | 0.060 |
| put | 198 | 0.00 | 4.90 | 0.00 | 0.407 | 0.00 | 0.00 | -0.120 | -0.172 | 0.062 |
| put | 199 | 0.00 | 4.90 | 9.48 | 0.386 | 1.00 | 0.00 | -0.128 | -0.172 | 0.065 |
| put | 200 | 0.00 | 1.00 | 0.95 | 0.366 | 54.00 | 0.00 | -0.136 | -0.173 | 0.068 |
| put | 205 | 0.15 | 0.85 | 0.29 | 0.285 | 44.00 | 2.00 | -0.212 | -0.191 | 0.090 |
| put | 210 | 0.35 | 1.55 | 0.95 | 0.227 | 912 | 2.00 | -0.345 | -0.181 | 0.115 |
| put | 215 | 1.85 | 4.10 | 2.53 | 0.240 | 311 | 0.00 | -0.599 | -0.173 | 0.120 |
| put | 220 | 5.20 | 8.60 | 4.09 | 0.224 | 26.00 | 0.00 | -0.773 | -0.159 | 0.094 |
| put | 225 | 10.20 | 13.40 | 13.50 | 0.320 | 2.00 | 0.00 | -0.832 | -0.175 | 0.078 |
| put | 230 | 15.20 | 18.20 | 22.30 | 0.499 | 0.00 | 0.00 | -0.849 | -0.214 | 0.073 |
| put | 235 | 20.20 | 23.40 | 0.00 | 0.618 | 0.00 | 0.00 | -0.868 | -0.230 | 0.067 |
| put | 240 | 25.20 | 28.40 | 30.27 | 0.624 | 0.00 | 0.00 | -0.881 | -0.245 | 0.062 |
| put | 245 | 30.20 | 33.40 | 0.00 | 0.682 | 0.00 | 0.00 | -0.891 | -0.257 | 0.058 |
| put | 250 | 35.20 | 38.40 | 0.00 | 0.775 | 0.00 | 0.00 | -0.899 | -0.268 | 0.055 |
| put | 255 | 40.20 | 43.00 | 0.00 | 0.867 | 0.00 | 0.00 | -0.906 | -0.277 | 0.052 |
| put | 260 | 45.20 | 48.00 | 0.00 | 0.936 | 0.00 | 0.00 | -0.911 | -0.286 | 0.050 |
| put | 265 | 50.20 | 53.00 | 0.00 | 1.003 | 0.00 | 0.00 | -0.916 | -0.294 | 0.048 |
| put | 270 | 55.20 | 58.40 | 0.00 | 0.966 | 0.00 | 0.00 | -0.920 | -0.301 | 0.046 |
| put | 275 | 60.20 | 63.00 | 0.00 | 1.130 | 0.00 | 0.00 | -0.924 | -0.307 | 0.045 |
| put | 280 | 65.20 | 68.40 | 0.00 | 1.082 | 0.00 | 0.00 | -0.936 | -0.269 | 0.039 |
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BANK OF AMERICA CORP /DE/ | 9.42% |
| MORGAN STANLEY | 6.46% |
| ENVESTNET ASSET MANAGEMENT INC | 3.26% |
| TIAA Wealth Investment Management LLC | 2.28% |
| M&T BANK CORP | 2.08% |
| D.A. DAVIDSON & CO. | 1.96% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.88% |
| LPL Financial LLC | 1.80% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.67% |
| WELLS FARGO & COMPANY/MN | 1.32% |
Funds
| Fund | % owned |
|---|---|
| Vaughan Nelson Small Cap Fund | 0.51% |
| Aristotle Multi-Asset Growth and Income Fund | 0.33% |
| Aristotle Multi-Asset Capital Opportunities Fund | 0.22% |
| Aristotle Multi-Asset Balanced Fund | 0.15% |
| Small Cap Portfolio | 0.12% |
| Janus Henderson Global Allocation Fund - Growth | 0.10% |
| Column Small Cap Select Fund | 0.10% |
| HARTFORD SMALL CAP VALUE FUND | 0.09% |
| Victory Integrity Small-Cap Value Fund | 0.07% |
| Columbia Small Cap Value Discovery Fund | 0.07% |
OakChart. IWN. Cached 15 minutes. Terms
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