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IWN icon

Financial Perspectives’s iShares Russell 2000 Value ETF IWN Stock Holding History

Financial Perspectives’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 		$87.5K Buy
396
+1
+0.3% +$209 0.02% 259
2026
Q1 		$74.9K Hold
395
– – 0.02% 264
2025
Q4 		$71.5K Buy
395
+1
+0.3% +$180 0.02% 265
2025
Q3 		$69.6K Buy
394
+1
+0.3% +$169 0.02% 274
2025
Q2 		$62K Buy
393
+1
+0.3% +$149 0.02% 280
2025
Q1 		$59.2K Buy
392
+1
+0.3% +$162 0.02% 278
2024
Q4 		$64.1K Buy
391
+60
+18% +$10.2K 0.02% 273
2024
Q3 		$55.2K Buy
331
+1
+0.3% +$162 0.02% 275
2024
Q2 		$50.3K Hold
330
– – 0.02% 275
2024
Q1 		$52.4K Buy
330
+1
+0.3% +$151 0.02% 273
2023
Q4 		$51.2K Buy
329
+1
+0.3% +$139 0.02% 268
2023
Q3 		$44.4K Hold
328
– – 0.02% 272
2023
Q2 		$46.2K Buy
328
+1
+0.3% +$135 0.02% 270
2023
Q1 		$44.9K Hold
327
– – 0.02% 268
2022
Q4 		$45.3K Buy
327
+1
+0.3% +$141 0.02% 262
2022
Q3 		$42K Buy
326
+1
+0.3% +$145 0.02% 256
2022
Q2 		$44.3K Hold
325
– – 0.03% 245
2022
Q1 		$52.4K Buy
325
+41
+14% +$6.54K 0.02% 247
2021
Q4 		$47.2K Sell
284
-3
-1% -$500 0.02% 251
2021
Q3 		$46K Sell
287
-3
-1% -$482 0.02% 245
2021
Q2 		$48.1K Sell
290
-45,965
-99% -$7.58M 0.02% 257
2021
Q1 		$290K Buy
46,255
+45,965
+15,850% +$6.95M 0.01% 360
2020
Q4 		$38.2K Buy
290
+1
+0.3% +$118 0.02% 255
2020
Q3 		$28.7K Buy
289
+49
+20% +$4.98K 0.02% 246
2020
Q2 		$23.4K Buy
240
+1
+0.4% +$91 0.02% 257
2020
Q1 		$19.6K Buy
+239
New +$26.8K 0.02% 244

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 29.2% 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

Financial Perspectives's IWN Position: Q2 2026 in Review

Financial Perspectives increased its iShares Russell 2000 Value ETF (IWN) stake by 0.25% in Q2 2026, buying an estimated $209 and bringing the position to 396 shares worth $87.5K. The position accounts for 0.02% of the portfolio, ranked #259.

Financial Perspectives first reported a position in IWN in Q1 2020 and has held it in 26 quarters since. The position peaked at $290K in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Financial Perspectives held 396 shares of iShares Russell 2000 Value ETF worth $87.5K as of Q2 2026.
  • Financial Perspectives bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #259 holding.
  • Financial Perspectives first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Perspectives's iShares Russell 2000 Value ETF position peaked at $290K in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.