Accel Wealth Management
IWN icon

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

Accel 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
Q3 		$217K Hold
1,035
– – 0.05% 287
2026
Q2 		$229K Buy
+1,035
New +$217K 0.05% 271
2025
Q3 		– Sell
-1,281
Closed -$202K – 285
2025
Q2 		$202K Buy
+1,281
New +$191K 0.07% 255
2025
Q1 		– Sell
-1,279
Closed -$210K – 264
2024
Q4 		$210K Buy
1,279
+2
+0.2% +$341 0.08% 228
2024
Q3 		$213K Buy
+1,277
New +$207K 0.08% 230
2024
Q2 		– Sell
-1,285
Closed -$204K – 252
2024
Q1 		$204K Buy
+1,285
New +$195K 0.09% 215
2023
Q2 		– Sell
-302
Closed -$41.3K – 529
2023
Q1 		$41.3K Buy
302
+24
+9% +$3.48K 0.02% 519
2022
Q4 		$38.6K Sell
278
-4
-1% -$565 0.02% 398
2022
Q3 		$39K Buy
282
+70
+33% +$10.1K 0.02% 420
2022
Q2 		$29K Hold
212
– – 0.02% 456
2022
Q1 		$34K Hold
212
– – 0.02% 442
2021
Q4 		$35K Buy
212
+26
+14% +$4.33K 0.02% 448
2021
Q3 		$30K Sell
186
-26
-12% -$4.18K 0.02% 419
2021
Q2 		$35K Buy
212
+1
+0.5% +$165 0.02% 408
2021
Q1 		$34K Hold
211
– – 0.03% 389
2020
Q4 		$28K Buy
+211
New +$24.9K 0.03% 418

Other funds holding IWN

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Accel Wealth Management's IWN Position: Q3 2026 in Review

Accel Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 1,035 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #287.

Accel Wealth Management first reported a position in IWN in Q4 2020 and has held it in 16 quarters since. The position peaked at $229K in Q2 2026. 697 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Accel Wealth Management held 1,035 shares of iShares Russell 2000 Value ETF worth $217K as of Q3 2026.
  • Accel Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Accel Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 16 quarters since.
  • Accel Wealth Management's iShares Russell 2000 Value ETF position peaked at $229K in Q2 2026.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.