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Broadwater Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Broadwater Capital’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 		$3.32K Hold
15
– – ﹤0.01% 182
2026
Q1 		$2.72K Hold
15
– – ﹤0.01% 189
2025
Q4 		$2.72K Hold
15
– – ﹤0.01% 189
2025
Q3 		$2.65K Sell
15
-2,351
-99% -$397K ﹤0.01% 194
2025
Q2 		$2.37M Buy
2,366
+2,351
+15,673% +$350K ﹤0.01% 200
2025
Q1 		$2.27K Hold
15
– – ﹤0.01% 196
2024
Q4 		$2.46K Hold
15
– – ﹤0.01% 204
2024
Q3 		$2.5K Hold
15
– – ﹤0.01% 209
2024
Q2 		$2.29K Hold
15
– – ﹤0.01% 210
2024
Q1 		$2.38K Hold
15
– – ﹤0.01% 206
2023
Q4 		$2.33K Buy
+15
New +$2.08K ﹤0.01% 201

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
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

Broadwater Capital's IWN Position: Q2 2026 in Review

Broadwater Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 15 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Broadwater Capital first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q2 2025. 615 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Broadwater Capital held 15 shares of iShares Russell 2000 Value ETF worth $3.32K as of Q2 2026.
  • Broadwater Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #182 holding.
  • Broadwater Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's iShares Russell 2000 Value ETF position peaked at $2.37M in Q2 2025.
  • 615 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.