Aurelius Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History

Aurelius Family Office’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	$399K	Sell	1,805 -222	-11%	-$46.5K	0.16%	40
2026 Q1	$384K	Sell	2,027 -45	-2%	-$8.71K	0.17%	39
2025 Q4	$384K	Sell	2,072 -6	-0.3%	-$1.08K	0.17%	39
2025 Q3	$367K	Buy	2,078 +1	+0%	+$169	0.16%	39
2025 Q2	$328K	Hold	2,077	–	–	0.15%	39
2025 Q1	$314K	Buy	2,077 +1	+0%	+$162	0.16%	39
2024 Q4	$341K	Buy	+2,076	New	+$354K	0.17%	36

Other funds holding IWN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aurelius Family Office's IWN Position: Q2 2026 in Review

Aurelius Family Office reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, selling an estimated $46.5K and leaving 1,805 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #40.

Aurelius Family Office first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 399 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Aurelius Family Office held 1,805 shares of iShares Russell 2000 Value ETF worth $399K as of Q2 2026.
Aurelius Family Office sold 222 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $46.5K.
iShares Russell 2000 Value ETF made up 0.16% of Aurelius Family Office's portfolio in Q2 2026, its #40 holding.
Aurelius Family Office first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
399 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.