Empirical Wealth Management
IWN icon

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

Empirical 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
Q3 		$3.45M Buy
16,492
+1,086
+7% +$240K 0.05% 199
2026
Q2 		$3.41M Sell
15,406
-424
-3% -$88.8K 0.05% 202
2026
Q1 		$3M Sell
15,830
-769
-5% -$149K 0.05% 205
2025
Q4 		$3.01M Buy
16,599
+3
+0% +$539 0.05% 197
2025
Q3 		$2.93M Sell
16,596
-206
-1% -$34.8K 0.06% 194
2025
Q2 		$2.65M Buy
16,802
+564
+3% +$84K 0.06% 195
2025
Q1 		$2.45M Sell
16,238
-588
-3% -$95K 0.06% 187
2024
Q4 		$2.76M Sell
16,826
-452
-3% -$77.1K 0.07% 162
2024
Q3 		$2.88M Buy
17,278
+17
+0.1% +$2.76K 0.08% 160
2024
Q2 		$2.63M Sell
17,261
-500
-3% -$76.5K 0.08% 157
2024
Q1 		$2.82M Buy
17,761
+256
+1% +$38.8K 0.09% 144
2023
Q4 		$2.72M Sell
17,505
-732
-4% -$101K 0.09% 138
2023
Q3 		$2.47M Sell
18,237
-106
-0.6% -$15.2K 0.1% 136
2023
Q2 		$2.58M Buy
18,343
+436
+2% +$59K 0.1% 131
2023
Q1 		$2.45M Sell
17,907
-2,822
-14% -$409K 0.11% 124
2022
Q4 		$2.87M Sell
20,729
-740
-3% -$104K 0.14% 114
2022
Q3 		$2.77M Buy
21,469
+343
+2% +$49.6K 0.15% 105
2022
Q2 		$2.88M Sell
21,126
-1,319
-6% -$196K 0.15% 102
2022
Q1 		$3.62M Sell
22,445
-2,726
-11% -$435K 0.18% 88
2021
Q4 		$4.18M Sell
25,171
-2,310
-8% -$385K 0.21% 82
2021
Q3 		$4.4M Buy
27,481
+6,694
+32% +$1.08M 0.25% 70
2021
Q2 		$3.45M Buy
20,787
+4,833
+30% +$797K 0.21% 78
2021
Q1 		$2.54M Sell
15,954
-5,373
-25% -$812K 0.2% 79
2020
Q4 		$2.81M Buy
21,327
+285
+1% +$33.6K 0.21% 66
2020
Q3 		$2.09M Sell
21,042
-100
-0.5% -$10.2K 0.18% 82
2020
Q2 		$2.06M Buy
21,142
+4,124
+24% +$375K 0.19% 78
2020
Q1 		$1.4M Buy
17,018
+14,341
+536% +$1.61M 0.15% 89
2019
Q4 		$344K Buy
2,677
+679
+34% +$84K 0.04% 237
2019
Q3 		$239K Sell
1,998
-650
-25% -$76.8K 0.03% 258
2019
Q2 		$319K Buy
+2,648
New +$320K 0.04% 200

Other funds holding IWN

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Empirical Wealth Management's IWN Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 7% in Q3 2026, buying an estimated $240K and bringing the position to 16,492 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #199.

Empirical Wealth Management first reported a position in IWN in Q2 2019 and has held it in 30 quarters since. The position peaked at $4.4M in Q3 2021. 611 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Empirical Wealth Management held 16,492 shares of iShares Russell 2000 Value ETF worth $3.45M as of Q3 2026.
  • Empirical Wealth Management bought 1,086 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $240K.
  • iShares Russell 2000 Value ETF made up 0.05% of Empirical Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Empirical Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 30 quarters since.
  • Empirical Wealth Management's iShares Russell 2000 Value ETF position peaked at $4.4M in Q3 2021.
  • 611 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.