Aprio Wealth Management
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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
Q3 		$839K Sell
4,005
-11
-0.3% -$2.43K 0.04% 287
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Aprio Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q3 2026, selling an estimated $2.43K and leaving 4,005 shares worth $839K. The position accounts for 0.04% of the portfolio, ranked #287.

Aprio Wealth Management first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q2 2021. 611 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Aprio Wealth Management held 4,005 shares of iShares Russell 2000 Value ETF worth $839K as of Q3 2026.
  • Aprio Wealth Management sold 11 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $2.43K.
  • iShares Russell 2000 Value ETF made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Aprio Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.44M in Q2 2021.
  • 611 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.