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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Atwood & Palmer's IWN Position: Q2 2026 in Review

Atwood & Palmer held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 439 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Atwood & Palmer first reported a position in IWN in Q3 2020 and has held it in 16 quarters since. The position peaked at $101K in Q1 2024. 606 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Atwood & Palmer held 439 shares of iShares Russell 2000 Value ETF worth $97.1K as of Q2 2026.
  • Atwood & Palmer left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #201 holding.
  • Atwood & Palmer first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 16 quarters since.
  • Atwood & Palmer's iShares Russell 2000 Value ETF position peaked at $101K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.