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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES RUSSELL 2000 VALUE E

D.A. DAVIDSON & CO. holds 1.3M shares of IWN (ISHARES RUSSELL 2000 VALUE E), worth $283.5M as of 2026-Q2. The position was increased (+0.6% shares). IWN represents 1.6% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$283.5M

Current Shares

1.3M

Total Value Change

+$108.3M

Total Shares Change

+231,529

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+0.6%
$283.5M1.6%$221.20
49
2026-Q1
Increased
1.3M
+2.2%
$241.4M1.5%$196.06
49
2025-Q4
Increased
1.2M
+2.5%
$225.8M1.4%$182.65
49
2025-Q3
Increased
1.2M
+2.7%
$215M1.4%$175.55
50
2025-Q2
Increased
1.2M
+4.4%
$186.9M1.3%$156.06
50
2025-Q1
Increased
1.1M
+5.0%
$171.3M1.4%$148.99
50
2024-Q4
Increased
1.1M
+2.9%
$177.3M1.4%$160.76
49
2024-Q3
Increased
1M
+1.5%
$175.2M1.4%$162.58
49

Other major holders of IWN: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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