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

Brown 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 Q3	$788K	Buy	3,764 +11	+0.3%	+$2.43K	0.17%	63
2026 Q2	$830K	Sell	3,753 -112	-3%	-$23.4K	0.19%	61
2026 Q1	$733K	Sell	3,865 -928	-19%	-$180K	0.19%	65
2025 Q4	$869K	Sell	4,793 -997	-17%	-$179K	0.23%	59
2025 Q3	$1.02M	Sell	5,790 -145	-2%	-$24.5K	0.29%	54
2025 Q2	$936K	Buy	5,935 +3,171	+115%	+$472K	0.29%	52
2025 Q1	$417K	Buy	2,764 +288	+12%	+$46.5K	0.14%	66
2024 Q4	$406K	Sell	2,476 -186	-7%	-$31.7K	0.14%	57
2024 Q3	$444K	Sell	2,662 -11	-0.4%	-$1.79K	0.16%	56
2024 Q2	$407K	Buy	2,673 +343	+15%	+$52.5K	0.16%	58
2024 Q1	$370K	Buy	2,330 +3	+0.1%	+$454	0.15%	61
2023 Q4	$361K	Buy	+2,327	New	+$322K	0.16%	61
2023 Q3	–	Sell	-2,507	Closed	-$353K	–	92
2023 Q2	$353K	Buy	+2,507	New	+$339K	0.18%	66

Other funds holding IWN

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Brown Wealth Management's IWN Position: Q3 2026 in Review

Brown Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.29% in Q3 2026, buying an estimated $2.43K and bringing the position to 3,764 shares worth $788K. The position accounts for 0.17% of the portfolio, ranked #63.

Brown Wealth Management first reported a position in IWN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2025. 220 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Brown Wealth Management held 3,764 shares of iShares Russell 2000 Value ETF worth $788K as of Q3 2026.
Brown Wealth Management bought 11 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $2.43K.
iShares Russell 2000 Value ETF made up 0.17% of Brown Wealth Management's portfolio in Q3 2026, its #63 holding.
Brown Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.02M in Q3 2025.
220 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.