Abound Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Abound Wealth Management’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	$22.7K	Hold	103	–	–	﹤0.01%	353
2026 Q1	$19.4K	Hold	103	–	–	﹤0.01%	410
2025 Q4	$18.6K	Sell	103 -54	-34%	-$9.7K	﹤0.01%	379
2025 Q3	$27.7K	Buy	157 +12	+8%	+$2.03K	0.01%	295
2025 Q2	$22.8K	Hold	145	–	–	0.01%	310
2025 Q1	$21.8K	Hold	145	–	–	0.01%	280
2024 Q4	$23.7K	Hold	145	–	–	0.01%	260
2024 Q3	$24.1K	Hold	145	–	–	0.01%	259
2024 Q2	$22K	Hold	145	–	–	0.01%	238
2024 Q1	$22.9K	Hold	145	–	–	0.01%	221
2023 Q4	$22.4K	Sell	145 -20	-12%	-$2.77K	0.01%	230
2023 Q3	$22.3K	Sell	165 -13	-7%	-$1.86K	0.01%	206
2023 Q2	$25K	Buy	178 +29	+19%	+$3.92K	0.01%	190
2023 Q1	$20.4K	Buy	149 +21	+16%	+$3.04K	0.01%	204
2022 Q4	$17.8K	Hold	128	–	–	0.01%	198
2022 Q3	$16.6K	Sell	128 -1	-0.8%	-$145	0.01%	215
2022 Q2	$17.6K	Sell	129 -26	-17%	-$3.87K	0.01%	84
2022 Q1	$24.9K	Buy	155 +80	+107%	+$12.8K	0.02%	76
2021 Q4	$12.4K	Buy	+75	New	+$12.5K	0.01%	89

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

Abound Wealth Management's IWN Position: Q2 2026 in Review

Abound Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 103 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Abound Wealth Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.7K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Abound Wealth Management held 103 shares of iShares Russell 2000 Value ETF worth $22.7K as of Q2 2026.
Abound Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #353 holding.
Abound Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares Russell 2000 Value ETF position peaked at $27.7K in Q3 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.