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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Brown Wealth Management's IWN Position: Q2 2026 in Review

Brown Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.9% in Q2 2026, selling an estimated $23.4K and leaving 3,753 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #61.

Brown Wealth Management first reported a position in IWN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2025. 233 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Brown Wealth Management held 3,753 shares of iShares Russell 2000 Value ETF worth $830K as of Q2 2026.
Brown Wealth Management sold 112 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $23.4K.
iShares Russell 2000 Value ETF made up 0.19% of Brown Wealth Management's portfolio in Q2 2026, its #61 holding.
Brown Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 12 quarters since.
Brown Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.02M in Q3 2025.
233 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.