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Elwood & Goetz Wealth Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$333K Hold
1,507
– – 0.05% 113
2026
Q1 		$286K Hold
1,507
– – 0.05% 112
2025
Q4 		$273K Buy
+1,507
New +$271K 0.05% 114

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

Elwood & Goetz Wealth Advisory Group's IWN Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,507 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #113.

Elwood & Goetz Wealth Advisory Group first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,507 shares of iShares Russell 2000 Value ETF worth $333K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #113 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.