Csenge Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Csenge Advisory Group’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	$218K	Buy	+985	New	+$206K	0.01%	709
2025 Q1	–	Sell	-2,330	Closed	-$383K	–	705
2024 Q4	$383K	Buy	+2,330	New	+$398K	0.02%	498
2024 Q2	–	Sell	-2,651	Closed	-$421K	–	709
2024 Q1	$421K	Buy	+2,651	New	+$401K	0.02%	474
2018 Q4	–	Sell	-28	Closed	-$3K	–	819
2018 Q3	$3K	Sell	28 -14,079	-100%	-$1.9M	﹤0.01%	691
2018 Q2	$1.86M	Buy	+14,107	New	+$1.82M	0.68%	28

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 29.18% 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

Csenge Advisory Group's IWN Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 985 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in IWN as recently as Q4 2024.

Csenge Advisory Group first reported a position in IWN in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.86M in Q2 2018. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Csenge Advisory Group held 985 shares of iShares Russell 2000 Value ETF worth $218K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Csenge Advisory Group position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #709 holding.
Csenge Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q2 2018 and has held it in 5 quarters since.
Csenge Advisory Group's iShares Russell 2000 Value ETF position peaked at $1.86M in Q2 2018.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.