GAMMA Investing’s iShares Russell 2000 Value ETF IWN Stock Holding History

GAMMA Investing’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	$753K	Hold	3,403	–	–	0.03%	491
2026 Q1	$645K	Buy	3,403 +2,683	+373%	+$519K	0.03%	480
2025 Q4	$130K	Hold	720	–	–	0.01%	1379
2025 Q3	$127K	Hold	720	–	–	0.01%	1299
2025 Q2	$114K	Sell	720 -74	-9%	-$11K	0.01%	1346
2025 Q1	$120K	Hold	794	–	–	0.01%	1111
2024 Q4	$130K	Buy	794 +132	+20%	+$22.5K	0.01%	930
2024 Q3	$110K	Hold	662	–	–	0.01%	932
2024 Q2	$101K	Hold	662	–	–	0.01%	776
2024 Q1	$105K	Hold	662	–	–	0.02%	631
2023 Q4	$98.1K	Buy	+662	New	+$91.7K	0.03%	552

Other funds holding IWN

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

GAMMA Investing's IWN Position: Q2 2026 in Review

GAMMA Investing held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,403 shares worth $753K. The position accounts for 0.03% of the portfolio, ranked #491.

GAMMA Investing first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

GAMMA Investing held 3,403 shares of iShares Russell 2000 Value ETF worth $753K as of Q2 2026.
GAMMA Investing left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #491 holding.
GAMMA Investing first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.