Carbahal Olsen Financial Services Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Carbahal Olsen Financial Services Group’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	$1.16M	Sell	5,242 -14	-0.3%	-$2.93K	0.81%	13
2026 Q1	$996K	Buy	5,256 +195	+4%	+$37.7K	0.8%	12
2025 Q4	$917K	Buy	5,061 +60	+1%	+$10.8K	0.7%	12
2025 Q3	$884K	Sell	5,001 -158	-3%	-$26.7K	0.71%	13
2025 Q2	$814K	Sell	5,159 -7	-0.1%	-$1.04K	0.69%	13
2025 Q1	$780K	Buy	5,166 +18	+0.3%	+$2.91K	0.74%	12
2024 Q4	$845K	Buy	+5,148	New	+$879K	0.78%	13

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carbahal Olsen Financial Services Group's IWN Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q2 2026, selling an estimated $2.93K and leaving 5,242 shares worth $1.16M. The position accounts for 0.81% of the portfolio, ranked #13.

Carbahal Olsen Financial Services Group first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Carbahal Olsen Financial Services Group held 5,242 shares of iShares Russell 2000 Value ETF worth $1.16M as of Q2 2026.
Carbahal Olsen Financial Services Group sold 14 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.93K.
iShares Russell 2000 Value ETF made up 0.81% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #13 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.