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

DWR 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 		$856K Sell
3,868
-83
-2% -$17.4K 0.64% 23
2026
Q1 		$730K Buy
3,951
+2
+0.1% +$387 0.64% 25
2025
Q4 		$721K Buy
+3,949
New +$709K 0.67% 25

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

DWR Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q2 2026, selling an estimated $17.4K and leaving 3,868 shares worth $856K. The position accounts for 0.64% of the portfolio, ranked #23.

DWR Wealth Management first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • DWR Wealth Management held 3,868 shares of iShares Russell 2000 Value ETF worth $856K as of Q2 2026.
  • DWR Wealth Management sold 83 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Russell 2000 Value ETF made up 0.64% of DWR Wealth Management's portfolio in Q2 2026, its #23 holding.
  • DWR Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.