Grand Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Grand Wealth Management’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	–	Sell	-756	Closed	-$143K	–	69
2026 Q1	$143K	Hold	756	–	–	0.07%	53
2025 Q4	$137K	Hold	756	–	–	0.06%	44
2025 Q3	$134K	Hold	756	–	–	0.06%	43
2025 Q2	$119K	Hold	756	–	–	0.06%	48
2025 Q1	$114K	Sell	756 -106	-12%	-$17.1K	0.06%	43
2024 Q4	$142K	Sell	862 -6	-0.7%	-$1.02K	0.08%	40
2024 Q3	$145K	Hold	868	–	–	0.08%	40
2024 Q2	$132K	Sell	868 -178	-17%	-$27.2K	0.08%	40
2024 Q1	$166K	Hold	1,046	–	–	0.08%	47
2023 Q4	$162K	Sell	1,046 -9	-0.9%	-$1.25K	0.09%	49
2023 Q3	$143K	Sell	1,055 -64	-6%	-$9.18K	0.09%	44
2023 Q2	$158K	Hold	1,119	–	–	0.09%	42
2023 Q1	$153K	Hold	1,119	–	–	0.09%	40
2022 Q4	$155K	Hold	1,119	–	–	0.1%	41
2022 Q3	$144K	Buy	1,119 +63	+6%	+$9.11K	0.08%	39
2022 Q2	$144K	Hold	1,056	–	–	0.07%	38
2022 Q1	$170K	Hold	1,056	–	–	0.08%	32
2021 Q4	$175K	Buy	+1,056	New	+$176K	0.08%	35

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

Grand Wealth Management's IWN Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 756 shares — an estimated $143K sold.

Grand Wealth Management first reported a position in IWN in Q4 2021 and held it in 18 quarters. The position peaked at $175K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Grand Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 756 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $143K.
Grand Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 18 quarters.
Grand Wealth Management's iShares Russell 2000 Value ETF position peaked at $175K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.