HWA
IWN icon

HHM Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

HHM Wealth Advisors’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 		$123K Buy
555
+155
+39% +$32.4K 0.01% 265
2026
Q1 		$75.8K Buy
+400
New +$77.4K 0.01% 315
2024
Q2 		– Sell
-176
Closed -$28K – 823
2024
Q1 		$28K Buy
+176
New +$26.7K ﹤0.01% 373

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

HHM Wealth Advisors's IWN Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 39% in Q2 2026, buying an estimated $32.4K and bringing the position to 555 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #265.

HHM Wealth Advisors first reported a position in IWN in Q1 2024 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • HHM Wealth Advisors held 555 shares of iShares Russell 2000 Value ETF worth $123K as of Q2 2026.
  • HHM Wealth Advisors bought 155 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Russell 2000 Value ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • HHM Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.