Brady Martz Wealth Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Brady Martz Wealth Solutions’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	$3M	Buy	13,546 +39	+0.3%	+$8.16K	0.45%	46
2026 Q1	$2.56M	Sell	13,507 -4,475	-25%	-$866K	0.44%	50
2025 Q4	$3.26M	Buy	17,982 +53	+0.3%	+$9.52K	0.57%	38
2025 Q3	$3.17M	Buy	17,929 +27	+0.2%	+$4.56K	0.58%	41
2025 Q2	$2.82M	Buy	17,902 +40	+0.2%	+$5.96K	0.55%	42
2025 Q1	$2.7M	Sell	17,862 -89	-0.5%	-$14.4K	0.61%	42
2024 Q4	$2.93M	Buy	+17,951	New	+$3.06M	0.71%	35

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 22.96% 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 Buffalo, New York $34.1B AUM 29.2% 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

Brady Martz Wealth Solutions's IWN Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Russell 2000 Value ETF (IWN) stake by 0.29% in Q2 2026, buying an estimated $8.16K and bringing the position to 13,546 shares worth $3M. The position accounts for 0.45% of the portfolio, ranked #46.

Brady Martz Wealth Solutions first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Brady Martz Wealth Solutions held 13,546 shares of iShares Russell 2000 Value ETF worth $3M as of Q2 2026.
Brady Martz Wealth Solutions bought 39 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $8.16K.
iShares Russell 2000 Value ETF made up 0.45% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #46 holding.
Brady Martz Wealth Solutions first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares Russell 2000 Value ETF position peaked at $3.26M in Q4 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.