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Burk Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

Burk Holdings’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 		$5.75K Hold
26
– – ﹤0.01% 334
2026
Q1 		$4.93K Buy
+26
New +$5.03K ﹤0.01% 363

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

Burk Holdings's IWN Position: Q2 2026 in Review

Burk Holdings held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 26 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Burk Holdings first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Burk Holdings held 26 shares of iShares Russell 2000 Value ETF worth $5.75K as of Q2 2026.
  • Burk Holdings left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #334 holding.
  • Burk Holdings first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.