Bare Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bare Financial Services’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	$4.72M	Hold	21,335	–	–	1.08%	19
2026 Q1	$4.04M	Sell	21,335 -803	-4%	-$155K	1.07%	18
2025 Q4	$4.01M	Sell	22,138 -61	-0.3%	-$11K	1.12%	19
2025 Q3	$3.93M	Hold	22,199	–	–	1.17%	18
2025 Q2	$3.5M	Sell	22,199 -2,013	-8%	-$300K	1.18%	18
2025 Q1	$3.66M	Hold	24,212	–	–	1.4%	18
2024 Q4	$3.97M	Sell	24,212 -493	-2%	-$84.1K	1.6%	17
2024 Q3	$4.12M	Sell	24,705 -2,164	-8%	-$352K	1.69%	16
2024 Q2	$4.6M	Buy	26,869 +45	+0.2%	+$6.88K	2.42%	13
2024 Q1	$4M	Buy	26,824 +7,349	+38%	+$1.11M	3.84%	7
2023 Q4	$3.03M	Buy	+19,475	New	+$2.7M	6.09%	4

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

Bare Financial Services's IWN Position: Q2 2026 in Review

Bare Financial Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 21,335 shares worth $4.72M. The position accounts for 1.08% of the portfolio, ranked #19.

Bare Financial Services first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,077 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Bare Financial Services held 21,335 shares of iShares Russell 2000 Value ETF worth $4.72M as of Q2 2026.
Bare Financial Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 1.08% of Bare Financial Services's portfolio in Q2 2026, its #19 holding.
Bare Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.