Glassman Wealth Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Glassman Wealth Services’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	$86.9K	Buy	+393	New	+$82.3K	0.01%	121
2023 Q4	–	Sell	-210	Closed	-$28.5K	–	2027
2023 Q3	$28.5K	Buy	+210	New	+$30.1K	﹤0.01%	569
2023 Q1	–	Sell	-210	Closed	-$29.1K	–	1942
2022 Q4	$29.1K	Hold	210	–	–	0.01%	560
2022 Q3	$27K	Hold	210	–	–	0.01%	538
2022 Q2	$29K	Hold	210	–	–	0.01%	522
2022 Q1	$34K	Hold	210	–	–	0.01%	495
2021 Q4	$35K	Hold	210	–	–	0.01%	457
2021 Q3	$34K	Sell	210 -5	-2%	-$803	0.01%	441
2021 Q2	$36K	Hold	215	–	–	0.01%	417
2021 Q1	$34K	Hold	215	–	–	0.01%	398
2020 Q4	$28K	Hold	215	–	–	0.01%	438
2020 Q3	$21K	Hold	215	–	–	0.01%	435
2020 Q2	$21K	Hold	215	–	–	0.01%	378
2020 Q1	$18K	Hold	215	–	–	0.01%	359
2019 Q4	$28K	Buy	215 +210	+4,200%	+$26K	0.01%	330
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	855
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	867
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	824
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	642
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	691
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	669
2018 Q1	$1K	Sell	5 -8	-62%	-$1K	﹤0.01%	621
2017 Q4	$2K	Buy	+13	New	+$1.63K	﹤0.01%	498
2016 Q4	–	Sell	-994	Closed	-$104K	–	670
2016 Q3	$104K	Buy	+994	New	+$102K	0.09%	97

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 29.18% 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

Glassman Wealth Services's IWN Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 393 shares worth $86.9K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in IWN as recently as Q3 2023.

Glassman Wealth Services first reported a position in IWN in Q3 2016 and has held it in 24 quarters since. The position peaked at $104K in Q3 2016. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Glassman Wealth Services held 393 shares of iShares Russell 2000 Value ETF worth $86.9K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Glassman Wealth Services position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #121 holding.
Glassman Wealth Services first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 24 quarters since.
Glassman Wealth Services's iShares Russell 2000 Value ETF position peaked at $104K in Q3 2016.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.