Clark Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clark Asset Management’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	$296K	Buy	1,340 +82	+7%	+$17.2K	0.02%	214
2026 Q1	$238K	Buy	+1,258	New	+$244K	0.02%	221
2025 Q2	–	Sell	-1,371	Closed	-$207K	–	202
2025 Q1	$207K	Hold	1,371	–	–	0.03%	150
2024 Q4	$225K	Buy	+1,371	New	+$234K	0.04%	128

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

Clark Asset Management's IWN Position: Q2 2026 in Review

Clark Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 6.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,340 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #214.

Clark Asset Management first reported a position in IWN in Q4 2024 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Clark Asset Management held 1,340 shares of iShares Russell 2000 Value ETF worth $296K as of Q2 2026.
Clark Asset Management bought 82 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $17.2K.
iShares Russell 2000 Value ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #214 holding.
Clark Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 4 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.