Evermay Wealth Management
IWN icon

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

Evermay 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 		$522K Sell
2,492
-166
-6% -$36.7K 0.05% 123
2026
Q2 		$588K Sell
2,658
-80
-3% -$16.7K 0.06% 118
2026
Q1 		$519K Sell
2,738
-80
-3% -$15.5K 0.06% 123
2025
Q4 		$511K Hold
2,818
– – 0.06% 120
2025
Q3 		$498K Sell
2,818
-18
-0.6% -$3.04K 0.06% 124
2025
Q2 		$447K Sell
2,836
-5
-0.2% -$745 0.06% 135
2025
Q1 		$429K Hold
2,841
– – 0.06% 131
2024
Q4 		$466K Hold
2,841
– – 0.07% 128
2024
Q3 		$474K Sell
2,841
-115
-4% -$18.7K 0.08% 128
2024
Q2 		$450K Hold
2,956
– – 0.07% 130
2024
Q1 		$469K Hold
2,956
– – 0.07% 132
2023
Q4 		$459K Sell
2,956
-91
-3% -$12.6K 0.08% 112
2023
Q3 		$415K Sell
3,047
-217
-7% -$31.1K 0.08% 111
2023
Q2 		$460K Hold
3,264
– – 0.09% 108
2023
Q1 		$447K Buy
3,264
+51
+2% +$7.39K 0.09% 102
2022
Q4 		$446K Sell
3,213
-33
-1% -$4.66K 0.09% 105
2022
Q3 		$419K Hold
3,246
– – 0.08% 101
2022
Q2 		$442K Sell
3,246
-1,132
-26% -$168K 0.09% 95
2022
Q1 		$707K Buy
4,378
+4,078
+1,359% +$650K 0.12% 83
2021
Q4 		$50K Hold
300
– – 0.01% 277
2021
Q3 		$48K Hold
300
– – 0.01% 267
2021
Q2 		$50K Buy
+300
New +$49.5K 0.01% 284

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Evermay Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 6.2% in Q3 2026, selling an estimated $36.7K and leaving 2,492 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #123.

Evermay Wealth Management first reported a position in IWN in Q2 2021 and has held it in 22 quarters since. The position peaked at $707K in Q1 2022. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Evermay Wealth Management held 2,492 shares of iShares Russell 2000 Value ETF worth $522K as of Q3 2026.
  • Evermay Wealth Management sold 166 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $36.7K.
  • iShares Russell 2000 Value ETF made up 0.05% of Evermay Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Evermay Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's iShares Russell 2000 Value ETF position peaked at $707K in Q1 2022.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.