Brandywine Oak Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Brandywine Oak Private 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 Q3	$545K	Hold	2,600	–	–	0.04%	148
2026 Q2	$575K	Sell	2,600 -94	-3%	-$19.7K	0.04%	149
2026 Q1	$511K	Sell	2,694 -27	-1%	-$5.23K	0.04%	147
2025 Q4	$493K	Hold	2,721	–	–	0.04%	151
2025 Q3	$481K	Hold	2,721	–	–	0.04%	152
2025 Q2	$429K	Buy	+2,721	New	+$405K	0.04%	160
2023 Q3	–	Sell	-2,122	Closed	-$299K	–	237
2023 Q2	$299K	Sell	2,122 -2,578	-55%	-$349K	0.03%	197
2023 Q1	$644K	Hold	4,700	–	–	0.08%	134
2022 Q4	$652K	Buy	4,700 +414	+10%	+$58.5K	0.08%	133
2022 Q3	$552K	Buy	4,286 +2,402	+127%	+$347K	0.07%	145
2022 Q2	$256K	Buy	+1,884	New	+$280K	0.03%	271
2019 Q1	–	Sell	-148	Closed	-$15K	–	421
2018 Q4	$15K	Buy	+148	New	+$17.8K	﹤0.01%	470

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Brandywine Oak Private Wealth's IWN Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 2,600 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #148.

Brandywine Oak Private Wealth first reported a position in IWN in Q4 2018 and has held it in 12 quarters since. The position peaked at $652K in Q4 2022. 649 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Brandywine Oak Private Wealth held 2,600 shares of iShares Russell 2000 Value ETF worth $545K as of Q3 2026.
Brandywine Oak Private Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #148 holding.
Brandywine Oak Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 12 quarters since.
Brandywine Oak Private Wealth's iShares Russell 2000 Value ETF position peaked at $652K in Q4 2022.
649 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.