Chuck Royce's IWN Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 126,115 shares of iShares Russell 2000 Value ETF (IWN) worth $22.3 M, representing 0.22% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in IWN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 48,419 shares. Largest reduction occurred in Q3 2013, reducing 60,600 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's iShares Russell 2000 Value ETF (IWN) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Value ETF (IWN) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +60,601 | Add 0.00% | 60,600 | $85.91 |
| Q3 2013 | -60,600 | Sold Out | 0 | $0.00 |
| Q1 2019 | +38,300 | New Buy | 38,300 | $119.90 |
| Q2 2019 | +8,300 | Add 21.67% | 46,600 | $120.49 |
| Q3 2019 | -3,200 | Reduce 6.87% | 43,400 | $119.40 |
| Q4 2019 | -200 | Reduce 0.46% | 43,200 | $128.59 |
| Q1 2020 | -18,600 | Reduce 43.06% | 24,600 | $82.03 |
| Q2 2020 | +21,000 | Add 85.37% | 45,600 | $97.46 |
| Q3 2020 | -12,000 | Reduce 26.32% | 33,600 | $99.32 |
| Q4 2020 | +10,800 | Add 32.14% | 44,400 | $131.76 |
| Q1 2021 | +3,200 | Add 7.21% | 47,600 | $159.47 |
| Q2 2021 | -3,800 | Reduce 7.98% | 43,800 | $165.78 |
| Q3 2021 | -5,100 | Reduce 11.64% | 38,700 | $160.23 |
| Q4 2021 | +6,600 | Add 17.05% | 45,300 | $166.05 |
| Q1 2022 | -100 | Reduce 0.22% | 45,200 | $161.39 |
| Q2 2022 | -22,300 | Reduce 49.34% | 22,900 | $136.16 |
| Q3 2022 | +8,500 | Add 37.12% | 31,400 | $128.92 |
| Q4 2022 | +14,900 | Add 47.45% | 46,300 | $138.67 |
| Q1 2023 | +4,800 | Add 10.37% | 51,100 | $137.02 |
| Q2 2023 | +4,500 | Add 8.81% | 55,600 | $140.80 |
| Q3 2023 | +3,949 | Add 7.10% | 59,549 | $135.55 |
| Q4 2023 | -1,577 | Reduce 2.65% | 57,972 | $155.33 |
| Q1 2024 | -2,435 | Reduce 4.20% | 55,537 | $158.81 |
| Q2 2024 | +653 | Add 1.18% | 56,190 | $152.30 |
| Q3 2024 | +25,153 | Add 44.76% | 81,343 | $166.82 |
| Q4 2024 | -27,652 | Reduce 33.99% | 53,691 | $164.17 |
| Q1 2025 | +21,536 | Add 40.11% | 75,227 | $150.98 |
| Q2 2025 | +2,469 | Add 3.28% | 77,696 | $157.76 |
| Q3 2025 | +48,419 | Add 62.32% | 126,115 | $176.81 |
Chuck Royce's iShares Russell 2000 Value ETF Investment FAQs
Chuck Royce first purchased iShares Russell 2000 Value ETF (IWN) in Q2 2013, acquiring 60,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held iShares Russell 2000 Value ETF (IWN) for 29 quarters since Q2 2013.
Chuck Royce's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q2 2013, adding 60,600 shares worth $5.21 M.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 126,115 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $22.3 M.
As of the Q3 2025 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.22% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in iShares Russell 2000 Value ETF (IWN) was 126,115 shares, as reported at the end of Q3 2025.