Cornell Pochily Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cornell Pochily Investment Advisors’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	$522K	Hold	2,359	–	–	0.14%	121
2026 Q1	$447K	Buy	2,359 +1	+0%	+$194	0.13%	122
2025 Q4	$427K	Buy	2,358 +739	+46%	+$133K	0.12%	127
2025 Q3	$286K	Buy	1,619 +53	+3%	+$8.95K	0.09%	154
2025 Q2	$247K	Buy	1,566 +217	+16%	+$32.3K	0.08%	153
2025 Q1	$204K	Hold	1,349	–	–	0.07%	162
2024 Q4	$221K	Sell	1,349 -125	-8%	-$21.3K	0.08%	160
2024 Q3	$246K	Hold	1,474	–	–	0.09%	163
2024 Q2	$224K	Buy	+1,474	New	+$225K	0.09%	161

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

Cornell Pochily Investment Advisors's IWN Position: Q2 2026 in Review

Cornell Pochily Investment Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,359 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #121.

Cornell Pochily Investment Advisors first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cornell Pochily Investment Advisors held 2,359 shares of iShares Russell 2000 Value ETF worth $522K as of Q2 2026.
Cornell Pochily Investment Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.14% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #121 holding.
Cornell Pochily Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.