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

Darwin 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
2026
Q2 		$17.5K Hold
79
– – ﹤0.01% 342
2026
Q1 		$15K Buy
79
+1
+1% +$194 ﹤0.01% 334
2025
Q4 		$14.3K Hold
78
– – ﹤0.01% 344
2025
Q3 		$13.9K Hold
78
– – ﹤0.01% 340
2025
Q2 		$12.4K Sell
78
-17
-18% -$2.53K ﹤0.01% 333
2025
Q1 		$15.7K Hold
95
– – 0.01% 335
2024
Q4 		$15.7K Sell
95
-5
-5% -$853 0.01% 335
2024
Q3 		$16.7K Buy
+100
New +$16.2K ﹤0.01% 333
2020
Q3 		– Sell
-3,397
Closed -$331K – 166
2020
Q2 		$331K Sell
3,397
-522
-13% -$47.5K 0.08% 119
2020
Q1 		$320K Sell
3,919
-661
-14% -$74.2K 0.1% 104
2019
Q4 		$589K Sell
4,580
-322
-7% -$39.8K 0.16% 105
2019
Q3 		$585K Sell
4,902
-426
-8% -$50.3K 0.17% 96
2019
Q2 		$642K Sell
5,328
-505
-9% -$61K 0.2% 93
2019
Q1 		$699K Sell
5,833
-390
-6% -$46.6K 0.23% 84
2018
Q4 		$672K Sell
6,223
-3,553
-36% -$428K 0.47% 48
2018
Q3 		$1.28M Sell
9,776
-259
-3% -$34.9K 0.72% 35
2018
Q2 		$1.31M Sell
10,035
-455
-4% -$58.6K 0.85% 35
2018
Q1 		$1.28M Sell
10,490
-958
-8% -$120K 0.92% 29
2017
Q4 		$1.44M Buy
11,448
+97
+0.9% +$12.1K 0.62% 64
2017
Q3 		$1.41M Buy
11,351
+2,077
+22% +$245K 1.36% 20
2017
Q2 		$1.1M Buy
9,274
+1,617
+21% +$190K 0.61% 59
2017
Q1 		$905K Buy
7,657
+3,070
+67% +$364K 0.53% 61
2016
Q4 		$546K Buy
+4,587
New +$507K 0.37% 65

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Darwin Wealth Management's IWN Position: Q2 2026 in Review

Darwin Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 79 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Darwin Wealth Management first reported a position in IWN in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2017. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Darwin Wealth Management held 79 shares of iShares Russell 2000 Value ETF worth $17.5K as of Q2 2026.
  • Darwin Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Darwin Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 23 quarters since.
  • Darwin Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.44M in Q4 2017.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.