AP
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Appleton Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Appleton Partners’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 		$587K Hold
2,654
– – 0.04% 184
2026
Q1 		$503K Hold
2,654
– – 0.04% 188
2025
Q4 		$481K Sell
2,654
-288
-10% -$51.7K 0.03% 190
2025
Q3 		$520K Buy
2,942
+352
+14% +$59.4K 0.03% 185
2025
Q2 		$409K Sell
2,590
-175
-6% -$26.1K 0.03% 197
2025
Q1 		$417K Sell
2,765
-94
-3% -$15.2K 0.03% 196
2024
Q4 		$469K Sell
2,859
-73
-2% -$12.5K 0.03% 182
2024
Q3 		$489K Sell
2,932
-375
-11% -$60.9K 0.04% 178
2024
Q2 		$504K Buy
3,307
+24
+0.7% +$3.67K 0.04% 175
2024
Q1 		$521K Sell
3,283
-115
-3% -$17.4K 0.04% 180
2023
Q4 		$528K Sell
3,398
-175
-5% -$24.2K 0.04% 184
2023
Q3 		$484K Sell
3,573
-150
-4% -$21.5K 0.04% 190
2023
Q2 		$524K Sell
3,723
-75
-2% -$10.1K 0.04% 191
2023
Q1 		$520K Hold
3,798
– – 0.05% 200
2022
Q4 		$527K Hold
3,798
– – 0.05% 200
2022
Q3 		$490K Buy
3,798
+59
+2% +$8.53K 0.05% 198
2022
Q2 		$509K Hold
3,739
– – 0.05% 203
2022
Q1 		$603K Sell
3,739
-58
-2% -$9.25K 0.05% 199
2021
Q4 		$630K Sell
3,797
-308
-8% -$51.3K 0.05% 200
2021
Q3 		$658K Buy
4,105
+201
+5% +$32.3K 0.05% 185
2021
Q2 		$647K Hold
3,904
– – 0.06% 183
2021
Q1 		$623K Sell
3,904
-35
-0.9% -$5.29K 0.06% 180
2020
Q4 		$519K Sell
3,939
-125
-3% -$14.8K 0.05% 179
2020
Q3 		$404K Hold
4,064
– – 0.04% 192
2020
Q2 		$396K Sell
4,064
-175
-4% -$15.9K 0.05% 189
2020
Q1 		$348K Sell
4,239
-703
-14% -$78.9K 0.05% 201
2019
Q4 		$635K Sell
4,942
-62
-1% -$7.67K 0.07% 171
2019
Q3 		$598K Sell
5,004
-50
-1% -$5.91K 0.07% 172
2019
Q2 		$609K Hold
5,054
– – 0.08% 168
2019
Q1 		$606K Sell
5,054
-350
-6% -$41.8K 0.08% 168
2018
Q4 		$581K Buy
5,404
+40
+0.7% +$4.81K 0.09% 162
2018
Q3 		$713K Sell
5,364
-335
-6% -$45.1K 0.09% 159
2018
Q2 		$752K Sell
5,699
-125
-2% -$16.1K 0.11% 158
2018
Q1 		$710K Sell
5,824
-325
-5% -$40.7K 0.11% 161
2017
Q4 		$773K Hold
6,149
– – 0.12% 151
2017
Q3 		$763K Sell
6,149
-111
-2% -$13.1K 0.13% 140
2017
Q2 		$744K Hold
6,260
– – 0.13% 145
2017
Q1 		$740K Buy
+6,260
New +$743K 0.14% 138

Other funds holding IWN

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
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
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Appleton Partners's IWN Position: Q2 2026 in Review

Appleton Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,654 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #184.

Appleton Partners first reported a position in IWN in Q1 2017 and has held it in 38 quarters since. The position peaked at $773K in Q4 2017. 252 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Appleton Partners held 2,654 shares of iShares Russell 2000 Value ETF worth $587K as of Q2 2026.
  • Appleton Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #184 holding.
  • Appleton Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's iShares Russell 2000 Value ETF position peaked at $773K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.