Eight 31 Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Eight 31 Financial’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	$328K	Sell	1,483 -184	-11%	-$38.5K	0.2%	49
2026 Q1	$316K	Hold	1,667	–	–	0.19%	52
2025 Q4	$302K	Buy	1,667 +56	+3%	+$10.1K	0.17%	56
2025 Q3	$285K	Hold	1,611	–	–	0.16%	57
2025 Q2	$254K	Hold	1,611	–	–	0.17%	54
2025 Q1	$243K	Hold	1,611	–	–	0.16%	57
2024 Q4	$264K	Buy	1,611 +213	+15%	+$36.4K	0.2%	51
2024 Q3	$233K	Buy	+1,398	New	+$227K	0.18%	59

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 22.96% 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 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

Eight 31 Financial's IWN Position: Q2 2026 in Review

Eight 31 Financial reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, selling an estimated $38.5K and leaving 1,483 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #49.

Eight 31 Financial first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Eight 31 Financial held 1,483 shares of iShares Russell 2000 Value ETF worth $328K as of Q2 2026.
Eight 31 Financial sold 184 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $38.5K.
iShares Russell 2000 Value ETF made up 0.2% of Eight 31 Financial's portfolio in Q2 2026, its #49 holding.
Eight 31 Financial first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.