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GHP Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

GHP Investment 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 		$3.75M Buy
16,945
+79
+0.5% +$16.5K 0.14% 183
2026
Q1 		$3.2M Sell
16,866
-592
-3% -$115K 0.13% 184
2025
Q4 		$3.16M Sell
17,458
-240
-1% -$43.1K 0.13% 189
2025
Q3 		$3.13M Buy
17,698
+22
+0.1% +$3.71K 0.13% 184
2025
Q2 		$2.79M Sell
17,676
-495
-3% -$73.7K 0.12% 193
2025
Q1 		$2.74M Sell
18,171
-233
-1% -$37.6K 0.13% 193
2024
Q4 		$3.02M Sell
18,404
-273
-1% -$46.6K 0.14% 196
2024
Q3 		$3.12M Sell
18,677
-149
-0.8% -$24.2K 0.14% 193
2024
Q2 		$2.87M Sell
18,826
-513
-3% -$78.5K 0.14% 193
2024
Q1 		$3.07M Sell
19,339
-870
-4% -$132K 0.15% 192
2023
Q4 		$3.14M Sell
20,209
-715
-3% -$99K 0.17% 181
2023
Q3 		$2.74M Sell
20,924
-386
-2% -$55.3K 0.17% 179
2023
Q2 		$3.14M Sell
21,310
-1,997
-9% -$270K 0.18% 175
2023
Q1 		$3.19M Sell
23,307
-1,252
-5% -$181K 0.2% 162
2022
Q4 		$3.41M Sell
24,559
-1,247
-5% -$176K 0.23% 155
2022
Q3 		$3.33M Sell
25,806
-210
-0.8% -$30.4K 0.26% 140
2022
Q2 		$3.54M Sell
26,016
-421
-2% -$62.6K 0.26% 135
2022
Q1 		$4.27M Sell
26,437
-517
-2% -$82.4K 0.28% 125
2021
Q4 		$4.48M Sell
26,954
-477
-2% -$79.5K 0.32% 113
2021
Q3 		$4.39M Buy
27,431
+60
+0.2% +$9.64K 0.35% 106
2021
Q2 		$4.54M Sell
27,371
-695
-2% -$115K 0.37% 101
2021
Q1 		$4.48M Sell
28,066
-1,324
-5% -$200K 0.39% 97
2020
Q4 		$3.87M Sell
29,390
-479
-2% -$56.5K 0.37% 101
2020
Q3 		$2.97M Buy
29,869
+51
+0.2% +$5.18K 0.34% 108
2020
Q2 		$2.91M Sell
29,818
-1,216
-4% -$111K 0.36% 94
2020
Q1 		$2.55M Sell
31,034
-4,168
-12% -$468K 0.38% 88
2019
Q4 		$4.53M Sell
35,202
-248
-0.7% -$30.7K 0.49% 68
2019
Q3 		$4.23M Sell
35,450
-523
-1% -$61.8K 0.53% 64
2019
Q2 		$4.33M Sell
35,973
-47
-0.1% -$5.68K 0.53% 59
2019
Q1 		$4.32M Sell
36,020
-41
-0.1% -$4.9K 0.56% 55
2018
Q4 		$3.88M Sell
36,061
-162
-0.4% -$19.5K 0.58% 52
2018
Q3 		$4.82M Sell
36,223
-654
-2% -$88.1K 0.64% 40
2018
Q2 		$4.87M Sell
36,877
-500
-1% -$64.4K 0.68% 36
2018
Q1 		$4.56M Sell
37,377
-1,093
-3% -$137K 0.65% 36
2017
Q4 		$4.84M Sell
38,470
-689
-2% -$86.1K 0.69% 34
2017
Q3 		$4.86M Sell
39,159
-831
-2% -$97.9K 0.74% 27
2017
Q2 		$4.75M Sell
39,990
-784
-2% -$92.2K 0.75% 25
2017
Q1 		$4.82M Sell
40,774
-766
-2% -$90.9K 0.83% 22
2016
Q4 		$4.94M Sell
41,540
-766
-2% -$84.7K 0.92% 17
2016
Q3 		$4.43M Buy
42,306
+33
+0.1% +$3.38K 0.91% 17
2016
Q2 		$4.11M Sell
42,273
-1,338
-3% -$127K 0.89% 19
2016
Q1 		$4.06M Sell
43,611
-931
-2% -$80.8K 0.92% 17
2015
Q4 		$4.09M Sell
44,542
-1,197
-3% -$114K 0.99% 16
2015
Q3 		$4.12M Sell
45,739
-580
-1% -$55.7K 1.06% 16
2015
Q2 		$4.52M Sell
46,319
-3,271
-7% -$337K 1.12% 17
2015
Q1 		$5.12M Buy
49,590
+57
+0.1% +$5.75K 1.34% 13
2014
Q4 		$5.04M Sell
49,533
-1,131
-2% -$111K 1.39% 13
2014
Q3 		$4.74M Buy
50,664
+187
+0.4% +$18.5K 1.4% 13
2014
Q2 		$5.21M Sell
50,477
-779
-2% -$77.4K 1.54% 11
2014
Q1 		$5.17M Buy
51,256
+992
+2% +$97.8K 1.65% 10
2013
Q4 		$5M Sell
50,264
-7
-0% -$669 1.65% 10
2013
Q3 		$4.61M Buy
50,271
+21
+0% +$1.89K 1.67% 10
2013
Q2 		$4.32M Buy
+50,250
New +$4.26M 1.72% 10

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

GHP Investment Advisors's IWN Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.47% in Q2 2026, buying an estimated $16.5K and bringing the position to 16,945 shares worth $3.75M. The position accounts for 0.14% of the portfolio, ranked #183.

GHP Investment Advisors first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.21M in Q2 2014. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • GHP Investment Advisors held 16,945 shares of iShares Russell 2000 Value ETF worth $3.75M as of Q2 2026.
  • GHP Investment Advisors bought 79 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Russell 2000 Value ETF made up 0.14% of GHP Investment Advisors's portfolio in Q2 2026, its #183 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's iShares Russell 2000 Value ETF position peaked at $5.21M in Q2 2014.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.