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 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 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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BIP Wealth's IWN Position: Q1 2026 in Review

BIP Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 24% in Q1 2026, buying an estimated $160K and bringing the position to 4,265 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #229.

BIP Wealth first reported a position in IWN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

BIP Wealth held 4,265 shares of iShares Russell 2000 Value ETF worth $809K as of Q1 2026.
BIP Wealth bought 824 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $160K.
iShares Russell 2000 Value ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #229 holding.
BIP Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's iShares Russell 2000 Value ETF position peaked at $1.07M in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.