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

Aprio 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	$888K	Buy	4,016 +34	+0.9%	+$7.12K	0.04%	253
2026 Q1	$755K	Sell	3,982 -4	-0.1%	-$774	0.04%	251
2025 Q4	$722K	Buy	3,986 +1	+0%	+$180	0.04%	247
2025 Q3	$705K	Sell	3,985 -139	-3%	-$23.5K	0.07%	162
2025 Q2	$651K	Sell	4,124 -517	-11%	-$77K	0.07%	158
2025 Q1	$701K	Sell	4,641 -71	-2%	-$11.5K	0.09%	141
2024 Q4	$774K	Sell	4,712 -54	-1%	-$9.22K	0.11%	101
2024 Q3	$795K	Sell	4,766 -374	-7%	-$60.8K	0.13%	95
2024 Q2	$783K	Sell	5,140 -89	-2%	-$13.6K	0.14%	85
2024 Q1	$830K	Buy	5,229 +1,700	+48%	+$257K	0.16%	76
2023 Q4	$548K	Hold	3,529	–	–	0.12%	91
2023 Q3	$478K	Sell	3,529 -205	-5%	-$29.4K	0.13%	87
2023 Q2	$526K	Buy	3,734 +1	+0%	+$135	0.14%	73
2023 Q1	$512K	Sell	3,733 -256	-6%	-$37.1K	0.16%	65
2022 Q4	$553K	Sell	3,989 -954	-19%	-$135K	0.19%	58
2022 Q3	$637K	Buy	4,943 +956	+24%	+$138K	0.26%	50
2022 Q2	$543K	Sell	3,987 -75	-2%	-$11.2K	0.22%	46
2022 Q1	$656K	Sell	4,062 -2,022	-33%	-$322K	0.25%	46
2021 Q4	$1.01M	Buy	6,084 +600	+11%	+$100K	0.42%	35
2021 Q3	$879K	Sell	5,484 -9,230	-63%	-$1.48M	0.4%	33
2021 Q2	$2.44M	Buy	+14,714	New	+$2.43M	1.15%	21
2020 Q4	$428K	Sell	3,246 -1,236	-28%	-$146K	0.28%	32
2020 Q3	$445K	Sell	4,482 -435	-9%	-$44.2K	0.32%	40
2020 Q2	$479K	Hold	4,917	–	–	0.46%	37
2020 Q1	$403K	Buy	4,917 +254	+5%	+$28.5K	0.51%	34
2019 Q4	$600K	Buy	+4,663	New	+$577K	0.44%	30

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Aprio Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.85% in Q2 2026, buying an estimated $7.12K and bringing the position to 4,016 shares worth $888K. The position accounts for 0.04% of the portfolio, ranked #253.

Aprio Wealth Management first reported a position in IWN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.44M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Aprio Wealth Management held 4,016 shares of iShares Russell 2000 Value ETF worth $888K as of Q2 2026.
Aprio Wealth Management bought 34 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.12K.
iShares Russell 2000 Value ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #253 holding.
Aprio Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 26 quarters since.
Aprio Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.44M in Q2 2021.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.