Hardy Reed’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hardy Reed’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 Q1	$2.52M	Hold	13,312	–	–	0.18%	51
2025 Q4	$2.41M	Hold	13,312	–	–	0.17%	54
2025 Q3	$2.35M	Hold	13,312	–	–	0.17%	52
2025 Q2	$2.1M	Sell	13,312 -416	-3%	-$61.9K	0.17%	56
2025 Q1	$2.07M	Hold	13,728	–	–	0.18%	55
2024 Q4	$2.25M	Hold	13,728	–	–	0.2%	48
2024 Q3	$2.29M	Hold	13,728	–	–	0.21%	49
2024 Q2	$2.09M	Hold	13,728	–	–	0.21%	48
2024 Q1	$2.18M	Buy	13,728 +416	+3%	+$63K	0.27%	30
2023 Q4	$2.07M	Hold	13,312	–	–	0.28%	31
2023 Q3	$1.8M	Hold	13,312	–	–	0.33%	22
2023 Q2	$1.87M	Hold	13,312	–	–	0.33%	22
2023 Q1	$1.82M	Hold	13,312	–	–	0.32%	28
2022 Q4	$1.85M	Sell	13,312 -9,695	-42%	-$1.37M	0.35%	28
2022 Q3	$2.97M	Hold	23,007	–	–	0.66%	17
2022 Q2	$3.13M	Buy	23,007 +9,000	+64%	+$1.34M	0.67%	16
2022 Q1	$2.26M	Hold	14,007	–	–	0.42%	17
2021 Q4	$2.33M	Buy	14,007 +695	+5%	+$116K	0.38%	21
2021 Q3	$2.13M	Hold	13,312	–	–	0.38%	24
2021 Q2	$2.21M	Hold	13,312	–	–	0.39%	24
2021 Q1	$2.12M	Hold	13,312	–	–	0.41%	23
2020 Q4	$1.75M	Hold	13,312	–	–	0.37%	27
2020 Q3	$1.32M	Sell	13,312 -16,907	-56%	-$1.72M	0.33%	28
2020 Q2	$2.94M	Buy	30,219 +11,183	+59%	+$1.02M	1.05%	18
2020 Q1	$1.56M	Hold	19,036	–	–	0.71%	25
2019 Q4	$2.45M	Hold	19,036	–	–	0.91%	24
2019 Q3	$2.27M	Hold	19,036	–	–	0.91%	23
2019 Q2	$2.29M	Hold	19,036	–	–	0.9%	22
2019 Q1	$2.28M	Hold	19,036	–	–	0.84%	22
2018 Q4	$2.05M	Buy	+19,036	New	+$2.29M	0.84%	23

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hardy Reed's IWN Position: Q1 2026 in Review

Hardy Reed held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 13,312 shares worth $2.52M. The position accounts for 0.18% of the portfolio, ranked #51.

Hardy Reed first reported a position in IWN in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.13M in Q2 2022. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Hardy Reed held 13,312 shares of iShares Russell 2000 Value ETF worth $2.52M as of Q1 2026.
Hardy Reed left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.18% of Hardy Reed's portfolio in Q1 2026, its #51 holding.
Hardy Reed first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 30 quarters since.
Hardy Reed's iShares Russell 2000 Value ETF position peaked at $3.13M in Q2 2022.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.