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

HB 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 		$10.8M Buy
48,958
+1,792
+4% +$375K 0.06% 159
2026
Q1 		$8.94M Buy
47,166
+126
+0.3% +$24.4K 0.06% 169
2025
Q4 		$8.52M Buy
47,040
+953
+2% +$171K 0.06% 176
2025
Q3 		$8.15M Buy
46,087
+3,678
+9% +$621K 0.06% 184
2025
Q2 		$6.69M Buy
42,409
+381
+0.9% +$56.7K 0.05% 187
2025
Q1 		$6.35M Buy
42,028
+348
+0.8% +$56.2K 0.05% 187
2024
Q4 		$6.84M Sell
41,680
-338
-0.8% -$57.7K 0.07% 131
2024
Q3 		$7.01M Buy
42,018
+5,591
+15% +$908K 0.08% 129
2024
Q2 		$5.55M Sell
36,427
-740
-2% -$113K 0.06% 141
2024
Q1 		$5.9M Buy
37,167
+2,077
+6% +$315K 0.07% 135
2023
Q4 		$5.45M Buy
35,090
+3,835
+12% +$531K 0.08% 132
2023
Q3 		$4.24M Buy
31,255
+761
+2% +$109K 0.07% 142
2023
Q2 		$4.29M Buy
30,494
+4,019
+15% +$543K 0.07% 140
2023
Q1 		$3.63M Sell
26,475
-866
-3% -$126K 0.06% 143
2022
Q4 		$3.79M Sell
27,341
-515
-2% -$72.7K 0.07% 138
2022
Q3 		$3.59M Sell
27,856
-1,380
-5% -$199K 0.08% 126
2022
Q2 		$3.98M Buy
29,236
+3,095
+12% +$461K 0.08% 118
2022
Q1 		$4.22M Buy
26,141
+4,815
+23% +$768K 0.08% 122
2021
Q4 		$3.54M Buy
+21,326
New +$3.55M 0.07% 109

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

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

HB Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 3.8% in Q2 2026, buying an estimated $375K and bringing the position to 48,958 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #159.

HB Wealth Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • HB Wealth Management held 48,958 shares of iShares Russell 2000 Value ETF worth $10.8M as of Q2 2026.
  • HB Wealth Management bought 1,792 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $375K.
  • iShares Russell 2000 Value ETF made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #159 holding.
  • HB Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.