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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

DiNuzzo Private Wealth's IWN Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,665 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #64.

DiNuzzo Private Wealth first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 399 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

DiNuzzo Private Wealth held 1,665 shares of iShares Russell 2000 Value ETF worth $368K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #64 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
399 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.