Belmont Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Belmont Capital’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
2025 Q2	$3.94K	Hold	25	–	–	﹤0.01%	156
2025 Q1	$3.77K	Hold	25	–	–	﹤0.01%	159
2024 Q4	$4.1K	Hold	25	–	–	﹤0.01%	114
2024 Q3	$4.17K	Hold	25	–	–	﹤0.01%	158
2024 Q2	$3.81K	Hold	25	–	–	﹤0.01%	186
2024 Q1	$3.97K	Hold	25	–	–	﹤0.01%	174
2023 Q4	$3.88K	Hold	25	–	–	﹤0.01%	155
2023 Q3	$3.39K	Hold	25	–	–	﹤0.01%	158
2023 Q2	$3.52K	Hold	25	–	–	﹤0.01%	166
2023 Q1	$3.43K	Hold	25	–	–	﹤0.01%	120
2022 Q4	$3K	Hold	25	–	–	﹤0.01%	121
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	114
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	61
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	60
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	62
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	62
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	53
2021 Q1	$4K	Hold	25	–	–	0.01%	51
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	59
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	49
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	52
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	52
2019 Q4	$3K	Buy	+25	New	+$3.09K	﹤0.01%	46

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Belmont Capital's IWN Position: Q2 2025 in Review

Belmont Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2025 at 25 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Belmont Capital first reported a position in IWN in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.17K in Q3 2024. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Belmont Capital held 25 shares of iShares Russell 2000 Value ETF worth $3.94K as of Q2 2025.
Belmont Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of Belmont Capital's portfolio in Q2 2025, its #156 holding.
Belmont Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's iShares Russell 2000 Value ETF position peaked at $4.17K in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.