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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Brandywine Oak Private Wealth's IWN Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q2 2026, selling an estimated $19.7K and leaving 2,600 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #149.

Brandywine Oak Private Wealth first reported a position in IWN in Q4 2018 and has held it in 11 quarters since. The position peaked at $652K in Q4 2022. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Brandywine Oak Private Wealth held 2,600 shares of iShares Russell 2000 Value ETF worth $575K as of Q2 2026.
Brandywine Oak Private Wealth sold 94 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19.7K.
iShares Russell 2000 Value ETF made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #149 holding.
Brandywine Oak Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 11 quarters since.
Brandywine Oak Private Wealth's iShares Russell 2000 Value ETF position peaked at $652K in Q4 2022.
497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.