Bradley & Co Private Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bradley & Co Private Wealth Management’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	$3.6K	Hold	19	–	–	﹤0.01%	168
2025 Q4	$3.44K	Hold	19	–	–	﹤0.01%	172
2025 Q3	$3.36K	Hold	19	–	–	﹤0.01%	170
2025 Q2	$3K	Hold	19	–	–	﹤0.01%	163
2025 Q1	$2.87K	Hold	19	–	–	﹤0.01%	157
2024 Q4	$3.12K	Buy	+19	New	+$3.24K	﹤0.01%	155
2024 Q2	$2.89K	Hold	19	–	–	﹤0.01%	151
2024 Q1	$3.02K	Hold	19	–	–	﹤0.01%	157
2023 Q4	$2.95K	Hold	19	–	–	﹤0.01%	168
2023 Q3	$2.58K	Hold	19	–	–	﹤0.01%	151
2023 Q2	$2.67K	Hold	19	–	–	﹤0.01%	151
2023 Q1	$2.6K	Hold	19	–	–	﹤0.01%	152
2022 Q4	$2.63K	Hold	19	–	–	﹤0.01%	156
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	167
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	168
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	139
2021 Q4	$3K	Hold	19	–	–	﹤0.01%	144
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	149
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	153
2021 Q1	$3K	Buy	+19	New	+$2.87K	﹤0.01%	155

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

Bradley & Co Private Wealth Management's IWN Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 19 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Bradley & Co Private Wealth Management first reported a position in IWN in Q1 2021 and has held it in 20 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Bradley & Co Private Wealth Management held 19 shares of iShares Russell 2000 Value ETF worth $3.6K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #168 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 20 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.