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

Congress 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
Q3 		$356K Buy
+1,698
New +$376K ﹤0.01% 366
2025
Q1 		– Sell
-7,341
Closed -$1.21M – 391
2024
Q4 		$1.21M Buy
+7,341
New +$1.25M 0.01% 307

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Congress Asset Management's IWN Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 1,698 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Congress Asset Management previously reported a position in IWN as recently as Q4 2024.

Congress Asset Management first reported a position in IWN in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.21M in Q4 2024. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Congress Asset Management held 1,698 shares of iShares Russell 2000 Value ETF worth $356K as of Q3 2026.
  • iShares Russell 2000 Value ETF was a new Congress Asset Management position in Q3 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #366 holding.
  • Congress Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Congress Asset Management's iShares Russell 2000 Value ETF position peaked at $1.21M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.