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Chicago Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Chicago Capital’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 		$777K Hold
3,511
– – 0.02% 232
2026
Q1 		$666K Hold
3,511
– – 0.02% 241
2025
Q4 		$636K Hold
3,511
– – 0.02% 235
2025
Q3 		$621K Hold
3,511
– – 0.02% 225
2025
Q2 		$554K Hold
3,511
– – 0.01% 237
2025
Q1 		$530K Sell
3,511
-70
-2% -$11.3K 0.02% 235
2024
Q4 		$588K Sell
3,581
-119
-3% -$20.3K 0.02% 211
2024
Q3 		$617K Hold
3,700
– – 0.02% 209
2024
Q2 		$564K Buy
+3,700
New +$566K 0.02% 211

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Chicago Capital's IWN Position: Q2 2026 in Review

Chicago Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,511 shares worth $777K. The position accounts for 0.02% of the portfolio, ranked #232.

Chicago Capital first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Chicago Capital held 3,511 shares of iShares Russell 2000 Value ETF worth $777K as of Q2 2026.
  • Chicago Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of Chicago Capital's portfolio in Q2 2026, its #232 holding.
  • Chicago Capital first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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