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

Diversify 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 Q2	$2.02M	Buy	9,114 +5,452	+149%	+$1.14M	0.03%	407
2026 Q1	$748K	Buy	3,662 +686	+23%	+$133K	0.01%	691
2025 Q4	$571K	Buy	2,976 +187	+7%	+$33.6K	0.03%	411
2025 Q3	$494K	Buy	2,789 +6	+0.2%	+$1.01K	0.03%	380
2025 Q2	$462K	Buy	2,783 +42	+2%	+$6.25K	0.03%	384
2025 Q1	$400K	Sell	2,741 -126	-4%	-$20.4K	0.03%	395
2024 Q4	$458K	Buy	2,867 +1,452	+103%	+$248K	0.04%	361
2024 Q3	$234K	Buy	+1,415	New	+$230K	0.02%	432

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

Diversify Wealth Management's IWN Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 149% in Q2 2026, buying an estimated $1.14M and bringing the position to 9,114 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #407.

Diversify Wealth Management first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Diversify Wealth Management held 9,114 shares of iShares Russell 2000 Value ETF worth $2.02M as of Q2 2026.
Diversify Wealth Management bought 5,452 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.14M.
iShares Russell 2000 Value ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #407 holding.
Diversify Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.