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

DiNuzzo Private 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 Q3	$349K	Hold	1,665	–	–	0.03%	65
2026 Q2	$368K	Hold	1,665	–	–	0.04%	64
2026 Q1	$316K	Hold	1,665	–	–	0.03%	65
2025 Q4	$302K	Hold	1,665	–	–	0.03%	68
2025 Q3	$290K	Hold	1,665	–	–	0.03%	66
2025 Q2	$263K	Hold	1,665	–	–	0.03%	67
2025 Q1	$251K	Hold	1,665	–	–	0.03%	66
2024 Q4	$273K	Hold	1,665	–	–	0.03%	65
2024 Q3	$278K	Buy	1,665 +1,545	+1,288%	+$251K	0.03%	65
2024 Q2	$18.3K	Hold	120	–	–	﹤0.01%	145
2024 Q1	$19.1K	Sell	120 -247	-67%	-$37.4K	﹤0.01%	134
2023 Q4	$57K	Buy	+367	New	+$50.8K	0.01%	87

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

DiNuzzo Private Wealth's IWN Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 1,665 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #65.

DiNuzzo Private Wealth first reported a position in IWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $368K in Q2 2026. 369 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

DiNuzzo Private Wealth held 1,665 shares of iShares Russell 2000 Value ETF worth $349K as of Q3 2026.
DiNuzzo Private Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #65 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's iShares Russell 2000 Value ETF position peaked at $368K in Q2 2026.
369 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.