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

Apollon 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 		$659K Buy
2,977
+14
+0.5% +$2.93K 0.01% 899
2026
Q1 		$562K Sell
2,963
-235
-7% -$45.5K 0.01% 813
2025
Q4 		$580K Buy
3,198
+1,093
+52% +$196K 0.01% 781
2025
Q3 		$372K Buy
2,105
+32
+2% +$5.4K 0.01% 953
2025
Q2 		$327K Sell
2,073
-534
-20% -$79.5K 0.01% 983
2025
Q1 		$394K Buy
2,607
+672
+35% +$109K 0.01% 848
2024
Q4 		$318K Buy
+1,935
New +$330K 0.01% 920
2024
Q1 		– Sell
-2,853
Closed -$443K – 1136
2023
Q4 		$443K Buy
+2,853
New +$395K 0.02% 697
2021
Q1 		– Sell
-1,527
Closed -$201K – 355
2020
Q4 		$201K Buy
+1,527
New +$180K 0.05% 186

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.47% in Q2 2026, buying an estimated $2.93K and bringing the position to 2,977 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #899.

Apollon Wealth Management first reported a position in IWN in Q4 2020 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Apollon Wealth Management held 2,977 shares of iShares Russell 2000 Value ETF worth $659K as of Q2 2026.
  • Apollon Wealth Management bought 14 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.93K.
  • iShares Russell 2000 Value ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #899 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 9 quarters since.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.