Diversified Enterprises’s iShares Russell 2000 Value ETF IWN Stock Holding History

Diversified Enterprises’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	$486K	Buy	2,318 +14	+0.6%	+$3.1K	0.02%	279
2026 Q2	$510K	Sell	2,304 -12	-0.5%	-$2.51K	0.02%	245
2026 Q1	$439K	Sell	2,316 -10	-0.4%	-$1.94K	0.02%	261
2025 Q4	$421K	Buy	2,326 +417	+22%	+$74.9K	0.03%	238
2025 Q3	$338K	Sell	1,909 -80	-4%	-$13.5K	0.02%	223
2025 Q2	$314K	Sell	1,989 -19	-0.9%	-$2.83K	0.02%	219
2025 Q1	$303K	Buy	+2,008	New	+$324K	0.03%	227

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Diversified Enterprises's IWN Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Russell 2000 Value ETF (IWN) stake by 0.61% in Q3 2026, buying an estimated $3.1K and bringing the position to 2,318 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #279.

Diversified Enterprises first reported a position in IWN in Q1 2025 and has held it in 7 quarters since. The position peaked at $510K in Q2 2026. 448 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Diversified Enterprises held 2,318 shares of iShares Russell 2000 Value ETF worth $486K as of Q3 2026.
Diversified Enterprises bought 14 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $3.1K.
iShares Russell 2000 Value ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #279 holding.
Diversified Enterprises first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 7 quarters since.
Diversified Enterprises's iShares Russell 2000 Value ETF position peaked at $510K in Q2 2026.
448 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.