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

Diversified 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
Q3 		$307K Buy
1,464
+54
+4% +$11.9K 0.05% 202
2026
Q2 		$312K Buy
1,410
+1
+0.1% +$209 0.07% 136
2026
Q1 		$267K Buy
1,409
+1
+0.1% +$194 0.05% 233
2025
Q4 		$255K Buy
+1,408
New +$253K 0.06% 149

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Diversified Management's IWN Position: Q3 2026 in Review

Diversified Management increased its iShares Russell 2000 Value ETF (IWN) stake by 3.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 1,464 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #202.

Diversified Management first reported a position in IWN in Q4 2025 and has held it in 4 quarters since. The position peaked at $312K in Q2 2026. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Diversified Management held 1,464 shares of iShares Russell 2000 Value ETF worth $307K as of Q3 2026.
  • Diversified Management bought 54 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $11.9K.
  • iShares Russell 2000 Value ETF made up 0.05% of Diversified Management's portfolio in Q3 2026, its #202 holding.
  • Diversified Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares Russell 2000 Value ETF position peaked at $312K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.