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

BIP 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 		$1.18M Buy
5,323
+1,058
+25% +$221K 0.03% 237
2026
Q1 		$809K Buy
4,265
+824
+24% +$160K 0.03% 229
2025
Q4 		$624K Sell
3,441
-15
-0.4% -$2.69K 0.02% 269
2025
Q3 		$611K Sell
3,456
-40
-1% -$6.75K 0.03% 166
2025
Q2 		$552K Sell
3,496
-1,067
-23% -$159K 0.03% 151
2025
Q1 		$689K Hold
4,563
– – 0.04% 125
2024
Q4 		$749K Buy
4,563
+938
+26% +$160K 0.05% 122
2024
Q3 		$605K Buy
3,625
+224
+7% +$36.4K 0.04% 129
2024
Q2 		$518K Sell
3,401
-260
-7% -$39.8K 0.04% 112
2024
Q1 		$581K Sell
3,661
-3,220
-47% -$488K 0.04% 118
2023
Q4 		$1.07M Buy
6,881
+262
+4% +$36.3K 0.08% 79
2023
Q3 		$897K Buy
6,619
+350
+6% +$50.2K 0.08% 79
2023
Q2 		$883K Sell
6,269
-1,070
-15% -$145K 0.07% 82
2023
Q1 		$1.01M Buy
+7,339
New +$1.06M 0.11% 78

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

BIP Wealth's IWN Position: Q2 2026 in Review

BIP Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 25% in Q2 2026, buying an estimated $221K and bringing the position to 5,323 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #237.

BIP Wealth first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • BIP Wealth held 5,323 shares of iShares Russell 2000 Value ETF worth $1.18M as of Q2 2026.
  • BIP Wealth bought 1,058 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $221K.
  • iShares Russell 2000 Value ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #237 holding.
  • BIP Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.