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

Destination 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 Q1	$309K	Buy	1,628 +3	+0.2%	+$581	0.01%	254
2025 Q4	$294K	Buy	1,625 +70	+5%	+$12.6K	0.01%	249
2025 Q3	$275K	Buy	1,555 +257	+20%	+$43.4K	0.01%	228
2025 Q2	$205K	Buy	+1,298	New	+$193K	0.01%	244
2025 Q1	–	Sell	-1,292	Closed	-$212K	–	259
2024 Q4	$212K	Buy	+1,292	New	+$220K	0.01%	226
2019 Q2	–	Sell	-105	Closed	-$13K	–	652
2019 Q1	$13K	Buy	+105	New	+$12.5K	﹤0.01%	434
2018 Q4	–	Sell	-111	Closed	-$15K	–	617
2018 Q3	$15K	Buy	+111	New	+$14.9K	﹤0.01%	425

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Destination Wealth Management's IWN Position: Q1 2026 in Review

Destination Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.18% in Q1 2026, buying an estimated $581 and bringing the position to 1,628 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #254.

Destination Wealth Management first reported a position in IWN in Q3 2018 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Destination Wealth Management held 1,628 shares of iShares Russell 2000 Value ETF worth $309K as of Q1 2026.
Destination Wealth Management bought 3 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $581.
iShares Russell 2000 Value ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #254 holding.
Destination Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and has held it in 7 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.