Gallagher Fiduciary Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Gallagher Fiduciary Advisors’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	$1.31M	Buy	5,903 +1,263	+27%	+$264K	0.04%	92
2026 Q1	$880K	Sell	4,640 -2,150	-32%	-$416K	0.03%	85
2025 Q4	$1.23M	Sell	6,790 -876	-11%	-$157K	0.04%	84
2025 Q3	$1.36M	Buy	7,666 +2,374	+45%	+$401K	0.05%	63
2025 Q2	$835K	Sell	5,292 -93	-2%	-$13.8K	0.03%	97
2025 Q1	$813K	Sell	5,385 -4,385	-45%	-$708K	0.03%	105
2024 Q4	$1.6M	Buy	9,770 +4,459	+84%	+$761K	0.31%	41
2024 Q3	$886K	Sell	5,311 -1,983	-27%	-$322K	0.18%	61
2024 Q2	$1.11M	Buy	7,294 +1,906	+35%	+$292K	0.25%	47
2024 Q1	$856K	Buy	5,388 +1,783	+49%	+$270K	0.03%	65
2023 Q4	$560K	Sell	3,605 -350	-9%	-$48.5K	0.02%	94
2023 Q3	$536K	Sell	3,955 -707	-15%	-$101K	0.05%	93
2023 Q2	$657K	Buy	4,662 +18	+0.4%	+$2.43K	0.05%	100
2023 Q1	$636K	Buy	+4,644	New	+$673K	0.05%	105

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gallagher Fiduciary Advisors's IWN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 5,903 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #92.

Gallagher Fiduciary Advisors first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Gallagher Fiduciary Advisors held 5,903 shares of iShares Russell 2000 Value ETF worth $1.31M as of Q2 2026.
Gallagher Fiduciary Advisors bought 1,263 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $264K.
iShares Russell 2000 Value ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #92 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Russell 2000 Value ETF position peaked at $1.6M in Q4 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.