626 Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

626 Financial’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	8,151 +42	+0.5%	+$8.79K	0.7%	28
2026 Q1	$1.54M	Buy	8,109 +10	+0.1%	+$1.94K	0.69%	26
2025 Q4	$1.47M	Buy	8,099 +1,224	+18%	+$220K	0.63%	25
2025 Q3	$1.22M	Sell	6,875 -149	-2%	-$25.2K	0.53%	32
2025 Q2	$1.11M	Buy	7,024 +53	+0.8%	+$7.89K	0.52%	35
2025 Q1	$1.05M	Sell	6,971 -101	-1%	-$16.3K	0.54%	33
2024 Q4	$1.16M	Sell	7,072 -60	-0.8%	-$10.2K	0.63%	29
2024 Q3	$1.19M	Sell	7,132 -200	-3%	-$32.5K	0.66%	28
2024 Q2	$1.12M	Sell	7,332 -320	-4%	-$48.9K	0.65%	27
2024 Q1	$1.22M	Buy	7,652 +505	+7%	+$76.5K	0.73%	25
2023 Q4	$1.11M	Sell	7,147 -1,978	-22%	-$274K	0.73%	28
2023 Q3	$1.24M	Hold	9,125	–	–	0.84%	24
2023 Q2	$1.28M	Sell	9,125 -1,672	-15%	-$226K	0.82%	25
2023 Q1	$1.48M	Buy	10,797 +120	+1%	+$17.4K	0.98%	23
2022 Q4	$1.48M	Buy	10,677 +3,947	+59%	+$557K	1.03%	25
2022 Q3	$868K	Buy	6,730 +1,628	+32%	+$235K	0.7%	33
2022 Q2	$693K	Sell	5,102 -42	-0.8%	-$6.25K	0.53%	43
2022 Q1	$830K	Sell	5,144 -878	-15%	-$140K	0.53%	41
2021 Q4	$1M	Buy	+6,022	New	+$1M	0.61%	29
2021 Q1	$830K	Buy	+5,144	New	+$777K	0.53%	41

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

626 Financial's IWN Position: Q2 2026 in Review

626 Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 0.52% in Q2 2026, buying an estimated $8.79K and bringing the position to 8,151 shares worth $1.8M. The position accounts for 0.7% of the portfolio, ranked #28.

626 Financial first reported a position in IWN in Q1 2021 and has held it in 20 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

626 Financial held 8,151 shares of iShares Russell 2000 Value ETF worth $1.8M as of Q2 2026.
626 Financial bought 42 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $8.79K.
iShares Russell 2000 Value ETF made up 0.7% of 626 Financial's portfolio in Q2 2026, its #28 holding.
626 Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 20 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.