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Brighton Jones LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Brighton Jones LLC’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 		$1.1M Buy
4,995
+10
+0.2% +$2.09K 0.02% 477
2026
Q1 		$945K Buy
+4,985
New +$965K 0.02% 469
2025
Q4 		– Sell
-4,973
Closed -$879K – 508
2025
Q3 		$879K Buy
4,973
+370
+8% +$62.5K 0.02% 438
2025
Q2 		$726K Buy
4,603
+981
+27% +$146K 0.02% 410
2025
Q1 		$547K Sell
3,622
-1
-0% -$162 0.02% 371
2024
Q4 		$595K Buy
3,623
+91
+3% +$15.5K 0.02% 353
2024
Q3 		$589K Sell
3,532
-305
-8% -$49.5K 0.02% 294
2024
Q2 		$584K Buy
3,837
+200
+5% +$30.6K 0.02% 321
2024
Q1 		$578K Sell
3,637
-620
-15% -$93.9K 0.02% 319
2023
Q4 		$661K Buy
4,257
+2,551
+150% +$353K 0.03% 267
2023
Q3 		$231K Sell
1,706
-105
-6% -$15.1K 0.01% 467
2023
Q2 		$255K Sell
1,811
-60
-3% -$8.11K 0.01% 443
2023
Q1 		$256K Sell
1,871
-2
-0.1% -$290 0.01% 416
2022
Q4 		$260K Sell
1,873
-78
-4% -$11K 0.02% 372
2022
Q3 		$251K Buy
1,951
+158
+9% +$22.8K 0.01% 367
2022
Q2 		$244K Buy
1,793
+142
+9% +$21.1K 0.01% 379
2022
Q1 		$266K Buy
1,651
+33
+2% +$5.26K 0.01% 398
2021
Q4 		$269K Buy
1,618
+10
+0.6% +$1.67K 0.01% 407
2021
Q3 		$258K Sell
1,608
-250
-13% -$40.2K 0.01% 393
2021
Q2 		$308K Buy
1,858
+312
+20% +$51.5K 0.02% 348
2021
Q1 		$246K Buy
+1,546
New +$234K 0.01% 356

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Brighton Jones LLC's IWN Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Russell 2000 Value ETF (IWN) stake by 0.2% in Q2 2026, buying an estimated $2.09K and bringing the position to 4,995 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #477.

Brighton Jones LLC first reported a position in IWN in Q1 2021 and has held it in 21 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Brighton Jones LLC held 4,995 shares of iShares Russell 2000 Value ETF worth $1.1M as of Q2 2026.
  • Brighton Jones LLC bought 10 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.09K.
  • iShares Russell 2000 Value ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #477 holding.
  • Brighton Jones LLC first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.