Apollon Wealth Management
IWN icon

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
Q3 		$20.9K Buy
+100
New +$22.1K ﹤0.01% 1622

Other funds holding IWN

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Apollon Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 9.2% in Q3 2026, buying an estimated $60.8K and bringing the position to 3,252 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #905.

Apollon Wealth Management first reported a position in IWN in Q4 2020 and has held it in 10 quarters since. 860 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Apollon Wealth Management held 3,252 shares of iShares Russell 2000 Value ETF worth $681K as of Q3 2026.
  • Apollon Wealth Management bought 275 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $60.8K.
  • iShares Russell 2000 Value ETF made up 0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #905 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 10 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.