Benjamin Edwards Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

Benjamin Edwards Inc’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	$663K	Sell	2,996 -22	-0.7%	-$4.61K	0.01%	960
2026 Q1	$572K	Buy	+3,018	New	+$584K	0.01%	951
2022 Q3	–	Sell	-18	Closed	-$2K	–	728
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	667
2022 Q1	$3K	Buy	+18	New	+$2.87K	﹤0.01%	669

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 22.9% 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

Benjamin Edwards Inc's IWN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.73% in Q2 2026, selling an estimated $4.61K and leaving 2,996 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #960.

Benjamin Edwards Inc first reported a position in IWN in Q1 2022 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Benjamin Edwards Inc held 2,996 shares of iShares Russell 2000 Value ETF worth $663K as of Q2 2026.
Benjamin Edwards Inc sold 22 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $4.61K.
iShares Russell 2000 Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #960 holding.
Benjamin Edwards Inc first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 4 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.