CVA Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History

CVA Family Office’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	$45.1K	Hold	204	–	–	﹤0.01%	630
2026 Q1	$38.7K	Hold	204	–	–	﹤0.01%	657
2025 Q4	$37K	Hold	204	–	–	﹤0.01%	595
2025 Q3	$36.1K	Hold	204	–	–	﹤0.01%	595
2025 Q2	$32.2K	Hold	204	–	–	﹤0.01%	613
2025 Q1	$30.8K	Hold	204	–	–	﹤0.01%	602
2024 Q4	$33.5K	Buy	+204	New	+$34.8K	0.01%	586

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

CVA Family Office's IWN Position: Q2 2026 in Review

CVA Family Office held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 204 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

CVA Family Office first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

CVA Family Office held 204 shares of iShares Russell 2000 Value ETF worth $45.1K as of Q2 2026.
CVA Family Office left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #630 holding.
CVA Family Office first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.