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

Capital A 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
2025
Q2 		$95.5K Buy
+615
New +$91.6K 1.07% 14
2025
Q1 		– Sell
-7
Closed -$1.15K – 824
2024
Q4 		$1.15K Buy
+7
New +$1.2K ﹤0.01% 542

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Capital A Wealth Management's IWN Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2025: 615 shares worth $95.5K. The stake represents 1.07% of the portfolio and ranks #14 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IWN as recently as Q4 2024.

Capital A Wealth Management first reported a position in IWN in Q4 2024 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Capital A Wealth Management held 615 shares of iShares Russell 2000 Value ETF worth $95.5K as of Q2 2025.
  • iShares Russell 2000 Value ETF was a new Capital A Wealth Management position in Q2 2025.
  • iShares Russell 2000 Value ETF made up 1.07% of Capital A Wealth Management's portfolio in Q2 2025, its #14 holding.
  • Capital A Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.