Cary Street Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cary Street Partners’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	$564K	Buy	2,551 +59	+2%	+$12.3K	0.01%	629
2026 Q1	$472K	Buy	2,492 +18	+0.7%	+$3.48K	0.01%	611
2025 Q4	$448K	Buy	2,474 +2	+0.1%	+$359	0.01%	625
2025 Q3	$437K	Buy	2,472 +13	+0.5%	+$2.19K	0.01%	602
2025 Q2	$388K	Buy	2,459 +26	+1%	+$3.87K	0.01%	616
2025 Q1	$367K	Buy	2,433 +62	+3%	+$10K	0.01%	602
2024 Q4	$389K	Buy	+2,371	New	+$405K	0.01%	557

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

Cary Street Partners's IWN Position: Q2 2026 in Review

Cary Street Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 2.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,551 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #629.

Cary Street Partners first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cary Street Partners held 2,551 shares of iShares Russell 2000 Value ETF worth $564K as of Q2 2026.
Cary Street Partners bought 59 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell 2000 Value ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #629 holding.
Cary Street Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.