Bright Futures Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bright Futures 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 Q2	$1.22M	Buy	+5,504	New	+$1.15M	0.79%	36

Other funds holding IWN

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Bright Futures Wealth Management's IWN Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 5,504 shares worth $1.22M. The stake represents 0.79% of the portfolio and ranks #36 among its holdings.

754 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Bright Futures Wealth Management held 5,504 shares of iShares Russell 2000 Value ETF worth $1.22M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Bright Futures Wealth Management position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.79% of Bright Futures Wealth Management's portfolio in Q2 2026, its #36 holding.
754 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.