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Atwood & Palmer’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atwood & Palmer’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 		$91.9K Hold
439
– – ﹤0.01% 216
2026
Q2 		$97.1K Hold
439
– – 0.01% 201
2026
Q1 		$83.2K Hold
439
– – ﹤0.01% 208
2025
Q4 		$79.6K Hold
439
– – ﹤0.01% 202
2025
Q3 		$77.6K Hold
439
– – ﹤0.01% 211
2025
Q2 		$69.3K Sell
439
-100
-19% -$14.9K ﹤0.01% 218
2025
Q1 		$81.4K Hold
539
– – 0.01% 199
2024
Q4 		$88.5K Hold
539
– – 0.01% 187
2024
Q3 		$89.9K Hold
539
– – 0.01% 191
2024
Q2 		$82.1K Sell
539
-100
-16% -$15.3K 0.01% 200
2024
Q1 		$101K Hold
639
– – 0.01% 180
2023
Q4 		$99.3K Hold
639
– – 0.01% 184
2023
Q3 		$86.6K Hold
639
– – 0.01% 181
2023
Q2 		$90K Buy
639
+200
+46% +$27K 0.01% 194
2023
Q1 		$60.2K Hold
439
– – 0.01% 199
2022
Q4 		$60.9K Buy
+439
New +$62K 0.01% 203
2020
Q4 		– Sell
-11
Closed -$1K – 377
2020
Q3 		$1K Buy
+11
New +$1.12K ﹤0.01% 321

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Atwood & Palmer's IWN Position: Q3 2026 in Review

Atwood & Palmer held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 439 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Atwood & Palmer first reported a position in IWN in Q3 2020 and has held it in 17 quarters since. The position peaked at $101K in Q1 2024. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Atwood & Palmer held 439 shares of iShares Russell 2000 Value ETF worth $91.9K as of Q3 2026.
  • Atwood & Palmer left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #216 holding.
  • Atwood & Palmer first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 17 quarters since.
  • Atwood & Palmer's iShares Russell 2000 Value ETF position peaked at $101K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.