Elm Partners Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Elm Partners 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	$542K	Buy	2,451 +175	+8%	+$36.6K	0.02%	102
2026 Q1	$421K	Hold	2,276	–	–	0.02%	108
2025 Q4	$412K	Hold	2,276	–	–	0.02%	108
2025 Q3	$402K	Buy	+2,276	New	+$384K	0.02%	103
2025 Q2	–	Sell	-1,508	Closed	-$228K	–	99
2025 Q1	$228K	Sell	1,508 -208	-12%	-$33.6K	0.01%	64
2024 Q4	$282K	Buy	1,716 +155	+10%	+$26.5K	0.02%	64
2024 Q3	$260K	Hold	1,561	–	–	0.02%	57
2024 Q2	$238K	Hold	1,561	–	–	0.02%	59
2024 Q1	$248K	Buy	+1,561	New	+$236K	0.02%	60

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

Elm Partners Management's IWN Position: Q2 2026 in Review

Elm Partners Management increased its iShares Russell 2000 Value ETF (IWN) stake by 7.7% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,451 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #102.

Elm Partners Management first reported a position in IWN in Q1 2024 and has held it in 9 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Elm Partners Management held 2,451 shares of iShares Russell 2000 Value ETF worth $542K as of Q2 2026.
Elm Partners Management bought 175 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $36.6K.
iShares Russell 2000 Value ETF made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #102 holding.
Elm Partners Management first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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