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

Ducere 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 		– Sell
-1,493
Closed -$283K – 142
2026
Q1 		$283K Buy
+1,493
New +$289K 0.11% 105

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Ducere Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,493 shares — an estimated $283K sold.

Ducere Wealth Management first reported a position in IWN in Q1 2026 and held it in 1 quarter. The position peaked at $283K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Ducere Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 1,493 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $283K.
  • Ducere Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and held it in 1 quarter.
  • Ducere Wealth Management's iShares Russell 2000 Value ETF position peaked at $283K in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.