Chuck Royce's IWN Position Overview
Chuck Royce (via ROYCE & ASSOCIATES LP) currently holds 126.1K 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 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in IWN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 48.4K shares. Largest reduction occurred in Q4 2024, reducing 27.7K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q2 2013, adding 60,600 shares worth $5.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in iShares Russell 2000 Value ETF (IWN) was 126,115 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.