Axxcess Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Axxcess 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 Q2	$1.16M	Buy	+5,251	New	+$1.1M	0.02%	496
2026 Q1	–	Sell	-5,398	Closed	-$978K	–	709
2025 Q4	$978K	Buy	+5,398	New	+$970K	0.02%	521
2024 Q2	–	Sell	-1,677	Closed	-$266K	–	903
2024 Q1	$266K	Sell	1,677 -1,349	-45%	-$204K	0.01%	704
2023 Q4	$470K	Buy	3,026 +1,394	+85%	+$193K	0.01%	534
2023 Q3	$221K	Buy	+1,632	New	+$234K	0.01%	701

Other funds holding IWN

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Axxcess Wealth Management's IWN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 5,251 shares worth $1.16M. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWN in Q3 2023 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Axxcess Wealth Management held 5,251 shares of iShares Russell 2000 Value ETF worth $1.16M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #496 holding.
Axxcess Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 5 quarters since.
647 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.