Number of Shares
1.23 Mil
Current Holdings Value*
$186.38 Mil
% of Portfolio
1.86%
Total Estimate Gain
$60.55 Mil
% of Total Estimate Gain
10.07%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s iShares Russell 2000 Value ETF Holding Summary

As of 2025-03-31, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 1.23 Mil shares of iShares Russell 2000 Value ETF(IWN), totaling $186.38 Mil. This investment constitutes 1.86% of their stock portfolio, and VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. now holds 1.67% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.

The initial trade took place in 2013Q4. And since then VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. has made 17 purchases of IWN, at an average price of $135.64, for a total of 4.43 Mil shares. In addition, there have been 13 sales at an average price of $143.88 for 3.20 Mil shares. Based on historical transaction data and IWN's current price of $163.34, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s estimated gain on his IWN holdings is $60.55 Mil, reflecting a 10.07% gain to date.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. IWN ($163.34) Holding Chart

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. IWN ($163.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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