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

Accurate 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 		$669K Buy
+3,040
New +$636K 0.06% 289
2023
Q1 		– Sell
-65
Closed -$9.27K – 830
2022
Q4 		$9.27K Buy
+65
New +$9.18K ﹤0.01% 882

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Accurate Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 3,040 shares worth $669K. The stake represents 0.06% of the portfolio and ranks #289 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in IWN as recently as Q4 2022.

Accurate Wealth Management first reported a position in IWN in Q4 2022 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Accurate Wealth Management held 3,040 shares of iShares Russell 2000 Value ETF worth $669K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Accurate Wealth Management position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.