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

Basepoint Wealth’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	$168K	Buy	758 +3	+0.4%	+$628	0.1%	114
2026 Q1	$143K	Buy	755 +2	+0.3%	+$387	0.08%	124
2025 Q4	$136K	Buy	+753	New	+$135K	0.08%	122

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 29.18% 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

Basepoint Wealth's IWN Position: Q2 2026 in Review

Basepoint Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 0.4% in Q2 2026, buying an estimated $628 and bringing the position to 758 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #114.

Basepoint Wealth first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Basepoint Wealth held 758 shares of iShares Russell 2000 Value ETF worth $168K as of Q2 2026.
Basepoint Wealth bought 3 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $628.
iShares Russell 2000 Value ETF made up 0.1% of Basepoint Wealth's portfolio in Q2 2026, its #114 holding.
Basepoint Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.