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Certuity’s iShares Russell 2000 Value ETF IWN Stock Holding History

Certuity’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 		$161K Hold
728
– – 0.01% 641
2026
Q1 		$138K Sell
728
-731
-50% -$142K 0.01% 620
2025
Q4 		$264K Sell
1,459
-261
-15% -$46.9K 0.02% 462
2025
Q3 		$304K Sell
1,720
-109
-6% -$18.4K 0.02% 390
2025
Q2 		$289K Buy
1,829
+112
+7% +$16.7K 0.03% 309
2025
Q1 		$259K Sell
1,717
-146
-8% -$23.6K 0.03% 306
2024
Q4 		$306K Buy
1,863
+1
+0.1% +$171 0.03% 259
2024
Q3 		$311K Buy
1,862
+1
+0.1% +$162 0.03% 257
2024
Q2 		$283K Sell
1,861
-371
-17% -$56.7K 0.02% 271
2024
Q1 		$354K Sell
2,232
-26
-1% -$3.94K 0.03% 221
2023
Q4 		$351K Sell
2,258
-425
-16% -$58.9K 0.04% 222
2023
Q3 		$364K Buy
2,683
+155
+6% +$22.2K 0.04% 175
2023
Q2 		$356K Sell
2,528
-366
-13% -$49.5K 0.04% 179
2023
Q1 		$397K Sell
2,894
-19
-0.7% -$2.75K 0.06% 128
2022
Q4 		$404K Sell
2,913
-1,755
-38% -$248K 0.06% 119
2022
Q3 		$602K Sell
4,668
-645
-12% -$93.2K 0.14% 76
2022
Q2 		$723K Sell
5,313
-13,354
-72% -$1.99M 0.19% 64
2022
Q1 		$3.01M Buy
18,667
+3,856
+26% +$615K 0.65% 28
2021
Q4 		$2.46M Buy
14,811
+9,440
+176% +$1.57M 0.53% 39
2021
Q3 		$861K Buy
5,371
+1,581
+42% +$254K 0.17% 103
2021
Q2 		$628K Buy
3,790
+2,249
+146% +$371K 0.14% 103
2021
Q1 		$246K Buy
1,541
+14
+0.9% +$2.12K 0.07% 247
2020
Q4 		$201K Buy
+1,527
New +$180K 0.06% 222
2020
Q3 		– Sell
-16,489
Closed -$1.61M – 215
2020
Q2 		$1.61M Buy
16,489
+14,017
+567% +$1.28M 0.75% 31
2020
Q1 		$203K Sell
2,472
-965
-28% -$108K 0.11% 140
2019
Q4 		$442K Buy
+3,437
New +$425K 0.21% 84

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

Certuity's IWN Position: Q2 2026 in Review

Certuity held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 728 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #641.

Certuity first reported a position in IWN in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.01M in Q1 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Certuity held 728 shares of iShares Russell 2000 Value ETF worth $161K as of Q2 2026.
  • Certuity left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #641 holding.
  • Certuity first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Certuity's iShares Russell 2000 Value ETF position peaked at $3.01M in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.