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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Evermay Wealth Management's IWN Position: Q1 2026 in Review

Evermay Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.8% in Q1 2026, selling an estimated $15.5K and leaving 2,738 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #123.

Evermay Wealth Management first reported a position in IWN in Q2 2021 and has held it in 20 quarters since. The position peaked at $707K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Evermay Wealth Management held 2,738 shares of iShares Russell 2000 Value ETF worth $519K as of Q1 2026.
Evermay Wealth Management sold 80 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $15.5K.
iShares Russell 2000 Value ETF made up 0.06% of Evermay Wealth Management's portfolio in Q1 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 20 quarters since.
Evermay Wealth Management's iShares Russell 2000 Value ETF position peaked at $707K in Q1 2022.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.