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Alongside’s iShares Russell 2000 Value ETF IWN Stock Holding History

Alongside’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 		$358K Buy
+1,618
New +$339K 0.07% 127

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 29.2% 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

Alongside's IWN Position: Q2 2026 in Review

Alongside opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,618 shares worth $358K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings.

1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Alongside held 1,618 shares of iShares Russell 2000 Value ETF worth $358K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Alongside position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.07% of Alongside's portfolio in Q2 2026, its #127 holding.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.