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Ares Financial Consulting’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ares Financial Consulting’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 		$128K Buy
579
+2
+0.3% +$419 0.09% 119
2026
Q1 		$110K Buy
577
+2
+0.3% +$387 0.09% 119
2025
Q4 		$104K Buy
+575
New +$103K 0.1% 105

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Ares Financial Consulting's IWN Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares Russell 2000 Value ETF (IWN) stake by 0.35% in Q2 2026, buying an estimated $419 and bringing the position to 579 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #119.

Ares Financial Consulting first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Ares Financial Consulting held 579 shares of iShares Russell 2000 Value ETF worth $128K as of Q2 2026.
  • Ares Financial Consulting bought 2 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $419.
  • iShares Russell 2000 Value ETF made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #119 holding.
  • Ares Financial Consulting first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.