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

Curio Wealth’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	–	Sell	-17	Closed	-$3.29K	–	609
2026 Q1	$3.29K	Sell	17 -1,178	-99%	-$228K	﹤0.01%	286
2025 Q4	$221K	Buy	+1,195	New	+$215K	0.08%	74
2025 Q3	–	Sell	-1,195	Closed	-$189K	–	324
2025 Q2	$189K	Buy	1,195 +1,193	+59,650%	+$178K	0.08%	72
2025 Q1	$196K	Buy	+2	New	+$323	0.1%	74

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

Curio Wealth's IWN Position: Q2 2026 in Review

Curio Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 17 shares — an estimated $3.29K sold.

Curio Wealth first reported a position in IWN in Q1 2025 and held it in 4 quarters. The position peaked at $221K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Curio Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 17 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.29K.
Curio Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and held it in 4 quarters.
Curio Wealth's iShares Russell 2000 Value ETF position peaked at $221K in Q4 2025.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.