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Eagle Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History

Eagle Strategies’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 		$836K Buy
3,780
+113
+3% +$23.7K 0.08% 156
2026
Q1 		$695K Sell
3,667
-279
-7% -$54K 0.08% 155
2025
Q4 		$715K Buy
3,946
+207
+6% +$37.2K 0.09% 142
2025
Q3 		$661K Sell
3,739
-10
-0.3% -$1.69K 0.09% 140
2025
Q2 		$591K Buy
3,749
+372
+11% +$55.4K 0.09% 138
2025
Q1 		$510K Buy
3,377
+371
+12% +$59.9K 0.09% 141
2024
Q4 		$494K Buy
3,006
+124
+4% +$21.2K 0.09% 140
2024
Q3 		$481K Sell
2,882
-48
-2% -$7.8K 0.09% 139
2024
Q2 		$446K Buy
2,930
+1,147
+64% +$175K 0.09% 140
2024
Q1 		$283K Sell
1,783
-1,044
-37% -$158K 0.06% 221
2023
Q4 		$439K Sell
2,827
-4
-0.1% -$554 0.09% 127
2023
Q3 		$384K Sell
2,831
-1,658
-37% -$238K 0.09% 127
2023
Q2 		$632K Buy
4,489
+570
+15% +$77.1K 0.15% 106
2023
Q1 		$537K Buy
+3,919
New +$568K 0.13% 109
2022
Q2 		– Sell
-3,212
Closed -$518K – 146
2022
Q1 		$518K Hold
3,212
– – 0.2% 83
2021
Q4 		$533K Buy
+3,212
New +$535K 0.21% 85

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Eagle Strategies's IWN Position: Q2 2026 in Review

Eagle Strategies increased its iShares Russell 2000 Value ETF (IWN) stake by 3.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 3,780 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #156.

Eagle Strategies first reported a position in IWN in Q4 2021 and has held it in 16 quarters since. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Eagle Strategies held 3,780 shares of iShares Russell 2000 Value ETF worth $836K as of Q2 2026.
  • Eagle Strategies bought 113 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $23.7K.
  • iShares Russell 2000 Value ETF made up 0.08% of Eagle Strategies's portfolio in Q2 2026, its #156 holding.
  • Eagle Strategies first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.