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

Congress Wealth 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
2025 Q2	$9.61M	Buy	60,935 +21,648	+55%	+$3.22M	0.09%	254
2025 Q1	$5.95M	Buy	39,287 +3,462	+10%	+$559K	0.07%	300
2024 Q4	$5.88M	Sell	35,825 -1,063	-3%	-$181K	0.08%	267
2024 Q3	$6.15M	Sell	36,888 -44,474	-55%	-$7.22M	0.08%	268
2024 Q2	$12.4M	Buy	81,362 +5,492	+7%	+$840K	0.2%	147
2024 Q1	$12M	Sell	75,870 -211	-0.3%	-$32K	0.21%	144
2023 Q4	$11.8M	Buy	76,081 +998	+1%	+$138K	0.22%	135
2023 Q3	$10.2M	Buy	+75,083	New	+$10.8M	0.21%	141

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Congress Wealth Management's IWN Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 55% in Q2 2025, buying an estimated $3.22M and bringing the position to 60,935 shares worth $9.61M. The position accounts for 0.09% of the portfolio, ranked #254.

Congress Wealth Management first reported a position in IWN in Q3 2023 and has held it in 8 quarters since. The position peaked at $12.4M in Q2 2024. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Congress Wealth Management held 60,935 shares of iShares Russell 2000 Value ETF worth $9.61M as of Q2 2025.
Congress Wealth Management bought 21,648 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $3.22M.
iShares Russell 2000 Value ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #254 holding.
Congress Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's iShares Russell 2000 Value ETF position peaked at $12.4M in Q2 2024.
965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.