Cassaday & Co Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Other funds holding IWN
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DADC
TCIIS
VNIM
Cassaday & Co Wealth Management's IWN Position: Q1 2026 in Review
Cassaday & Co Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 1.4% in Q1 2026, buying an estimated $1.77M and bringing the position to 644,789 shares worth $122M. The position accounts for 2.6% of the portfolio, ranked #10.
Cassaday & Co Wealth Management first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.
- Cassaday & Co Wealth Management held 644,789 shares of iShares Russell 2000 Value ETF worth $122M as of Q1 2026.
- Cassaday & Co Wealth Management bought 9,139 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.77M.
- iShares Russell 2000 Value ETF made up 2.6% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #10 holding.
- Cassaday & Co Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
- 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.
Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.