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

EPG 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 		$136K Buy
614
+2
+0.3% +$419 0.03% 192
2026
Q1 		$116K Buy
612
+2
+0.3% +$387 0.03% 201
2025
Q4 		$111K Buy
610
+3
+0.5% +$539 0.03% 203
2025
Q3 		$107K Buy
607
+3
+0.5% +$506 0.03% 202
2025
Q2 		$95.3K Sell
604
-640
-51% -$95.3K 0.03% 204
2025
Q1 		$188K Buy
1,244
+234
+23% +$37.8K 0.05% 230
2024
Q4 		$166K Sell
1,010
-341
-25% -$58.2K 0.04% 241
2024
Q3 		$225K Buy
+1,351
New +$219K 0.06% 227
2024
Q2 		– Sell
-1,538
Closed -$235K – 236
2024
Q1 		$244K Buy
1,538
+8
+0.5% +$1.21K 0.06% 234
2023
Q4 		$225K Buy
1,530
+61
+4% +$8.45K 0.06% 228
2023
Q3 		$199K Sell
1,469
-67
-4% -$9.61K 0.06% 239
2023
Q2 		$216K Buy
1,536
+6
+0.4% +$811 0.06% 222
2023
Q1 		$210K Buy
1,530
+7
+0.5% +$1.01K 0.07% 227
2022
Q4 		$211K Buy
1,523
+9
+0.6% +$1.27K 0.08% 206
2022
Q3 		$195K Buy
1,514
+8
+0.5% +$1.16K 0.08% 203
2022
Q2 		$205K Sell
1,506
-201
-12% -$29.9K 0.09% 208
2022
Q1 		$275K Sell
1,707
-34
-2% -$5.42K 0.1% 186
2021
Q4 		$289K Buy
1,741
+452
+35% +$75.3K 0.1% 174
2021
Q3 		$206K Buy
1,289
+6
+0.5% +$964 0.08% 210
2021
Q2 		$213K Buy
+1,283
New +$212K 0.09% 199
2020
Q2 		– Sell
-1,840
Closed -$151K – 460
2020
Q1 		$151K Sell
1,840
-455
-20% -$51K 0.11% 143
2019
Q4 		$295K Buy
+2,295
New +$284K 0.22% 77

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 29.18% 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

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

EPG Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.33% in Q2 2026, buying an estimated $419 and bringing the position to 614 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #192.

EPG Wealth Management first reported a position in IWN in Q4 2019 and has held it in 22 quarters since. The position peaked at $295K in Q4 2019. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • EPG Wealth Management held 614 shares of iShares Russell 2000 Value ETF worth $136K as of Q2 2026.
  • EPG Wealth Management bought 2 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $419.
  • iShares Russell 2000 Value ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #192 holding.
  • EPG Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's iShares Russell 2000 Value ETF position peaked at $295K in Q4 2019.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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