Chuck Royce's IWN Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 21,662 shares of iShares Russell 2000 Value ETF (IWN) worth $3.93 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 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 Q4 2025, reducing 104,453 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 |
|---|---|---|---|---|
| Q4 2025 | -104,453 | Reduce 82.82% | 21,662 | $181.21 |
| Q3 2025 | +48,419 | Add 62.32% | 126,115 | $176.81 |
| Q2 2025 | +2,469 | Add 3.28% | 77,696 | $157.76 |
| Q1 2025 | +21,536 | Add 40.11% | 75,227 | $150.98 |
| Q4 2024 | -27,652 | Reduce 33.99% | 53,691 | $164.17 |
| Q3 2024 | +25,153 | Add 44.76% | 81,343 | $166.82 |
| Q2 2024 | +653 | Add 1.18% | 56,190 | $152.30 |
| Q1 2024 | -2,435 | Reduce 4.20% | 55,537 | $158.81 |
| Q4 2023 | -1,577 | Reduce 2.65% | 57,972 | $155.33 |
| Q3 2023 | +3,949 | Add 7.10% | 59,549 | $135.55 |
| Q2 2023 | +4,500 | Add 8.81% | 55,600 | $140.80 |
| Q1 2023 | +4,800 | Add 10.37% | 51,100 | $137.02 |
| Q4 2022 | +14,900 | Add 47.45% | 46,300 | $138.67 |
| Q3 2022 | +8,500 | Add 37.12% | 31,400 | $128.92 |
| Q2 2022 | -22,300 | Reduce 49.34% | 22,900 | $136.16 |
| Q1 2022 | -100 | Reduce 0.22% | 45,200 | $161.39 |
| Q4 2021 | +6,600 | Add 17.05% | 45,300 | $166.05 |
| Q3 2021 | -5,100 | Reduce 11.64% | 38,700 | $160.23 |
| Q2 2021 | -3,800 | Reduce 7.98% | 43,800 | $165.78 |
| Q1 2021 | +3,200 | Add 7.21% | 47,600 | $159.47 |
| Q4 2020 | +10,800 | Add 32.14% | 44,400 | $131.76 |
| Q3 2020 | -12,000 | Reduce 26.32% | 33,600 | $99.32 |
| Q2 2020 | +21,000 | Add 85.37% | 45,600 | $97.46 |
| Q1 2020 | -18,600 | Reduce 43.06% | 24,600 | $82.03 |
| Q4 2019 | -200 | Reduce 0.46% | 43,200 | $128.59 |
| Q3 2019 | -3,200 | Reduce 6.87% | 43,400 | $119.40 |
| Q2 2019 | +8,300 | Add 21.67% | 46,600 | $120.49 |
| Q1 2019 | +38,300 | New Buy | 38,300 | $119.90 |
| Q3 2013 | -60,600 | Sold Out | 0 | $0.00 |
| Q2 2013 | +60,600 | Add 0.00% | 60,600 | $85.91 |
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 30 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 Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 21,662 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $3.93 M.
As of the Q4 2025 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.04% 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.