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 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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Empirical Wealth Management's IWN Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q2 2026, selling an estimated $88.8K and leaving 15,406 shares worth $3.41M. The position accounts for 0.05% of the portfolio, ranked #202.

Empirical Wealth Management first reported a position in IWN in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.4M in Q3 2021. 432 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Empirical Wealth Management held 15,406 shares of iShares Russell 2000 Value ETF worth $3.41M as of Q2 2026.
Empirical Wealth Management sold 424 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $88.8K.
iShares Russell 2000 Value ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #202 holding.
Empirical Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 29 quarters since.
Empirical Wealth Management's iShares Russell 2000 Value ETF position peaked at $4.4M in Q3 2021.
432 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.