GWN Securities’s iShares Russell 2000 Value ETF IWN Stock Holding History

GWN Securities’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	$263K	Sell	1,189 -6	-0.5%	-$1.26K	0.04%	428
2026 Q1	$227K	Buy	1,195 +51	+4%	+$9.87K	0.04%	419
2025 Q4	$207K	Buy	+1,144	New	+$205K	0.04%	420
2025 Q3	–	Sell	-1,431	Closed	-$226K	–	409
2025 Q2	$226K	Sell	1,431 -1,330	-48%	-$198K	0.04%	353
2025 Q1	$417K	Buy	+2,761	New	+$446K	0.02%	506

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

GWN Securities's IWN Position: Q2 2026 in Review

GWN Securities reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.5% in Q2 2026, selling an estimated $1.26K and leaving 1,189 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #428.

GWN Securities first reported a position in IWN in Q1 2025 and has held it in 5 quarters since. The position peaked at $417K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

GWN Securities held 1,189 shares of iShares Russell 2000 Value ETF worth $263K as of Q2 2026.
GWN Securities sold 6 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell 2000 Value ETF made up 0.04% of GWN Securities's portfolio in Q2 2026, its #428 holding.
GWN Securities first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 5 quarters since.
GWN Securities's iShares Russell 2000 Value ETF position peaked at $417K in Q1 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.