Independence Bank of Kentucky’s iShares Russell 2000 Value ETF IWN Stock Holding History

Independence Bank of Kentucky’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	$351K	Hold	1,585	–	–	0.04%	243
2026 Q1	$301K	Buy	1,585 +101	+7%	+$19.6K	0.04%	242
2025 Q4	$269K	Hold	1,484	–	–	0.03%	254
2025 Q3	$262K	Hold	1,484	–	–	0.03%	261
2025 Q2	$234K	Sell	1,484 -60	-4%	-$8.94K	0.03%	264
2025 Q1	$233K	Hold	1,544	–	–	0.04%	258
2024 Q4	$253K	Sell	1,544 -80	-5%	-$13.7K	0.04%	258
2024 Q3	$271K	Sell	1,624 -26	-2%	-$4.22K	0.06%	232
2024 Q2	$251K	Buy	1,650 +16	+1%	+$2.45K	0.07%	204
2024 Q1	$259K	Hold	1,634	–	–	0.08%	197
2023 Q4	$254K	Hold	1,634	–	–	0.09%	183
2023 Q3	$221K	Hold	1,634	–	–	0.09%	164
2023 Q2	$230K	Buy	1,634 +14	+0.9%	+$1.89K	0.09%	155
2023 Q1	$222K	Hold	1,620	–	–	0.1%	154
2022 Q4	$225K	Hold	1,620	–	–	0.1%	149
2022 Q3	$209K	Hold	1,620	–	–	0.1%	139
2022 Q2	$221K	Hold	1,620	–	–	0.1%	141
2022 Q1	$261K	Buy	1,620 +848	+110%	+$135K	0.1%	147
2021 Q4	$128K	Hold	772	–	–	0.05%	189
2021 Q3	$124K	Hold	772	–	–	0.05%	187
2021 Q2	$128K	Buy	772 +206	+36%	+$34K	0.06%	178
2021 Q1	$90K	Hold	566	–	–	0.04%	197
2020 Q4	$75K	Hold	566	–	–	0.04%	202
2020 Q3	$56K	Buy	566 +166	+42%	+$16.9K	0.03%	208
2020 Q2	$39K	Hold	400	–	–	0.03%	210
2020 Q1	$33K	Hold	400	–	–	0.03%	214
2019 Q4	$51K	Hold	400	–	–	0.03%	209
2019 Q3	$48K	Hold	400	–	–	0.03%	205
2019 Q2	$48K	Sell	400 -52	-12%	-$6.28K	0.04%	185
2019 Q1	$54K	Hold	452	–	–	0.04%	168
2018 Q4	$49K	Hold	452	–	–	0.04%	168
2018 Q3	$60K	Hold	452	–	–	0.05%	168
2018 Q2	$60K	Hold	452	–	–	0.05%	151
2018 Q1	$55K	Hold	452	–	–	0.05%	158
2017 Q4	$57K	Buy	+452	New	+$56.5K	0.05%	160

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Independence Bank of Kentucky's IWN Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,585 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #243.

Independence Bank of Kentucky first reported a position in IWN in Q4 2017 and has held it in 35 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Independence Bank of Kentucky held 1,585 shares of iShares Russell 2000 Value ETF worth $351K as of Q2 2026.
Independence Bank of Kentucky left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #243 holding.
Independence Bank of Kentucky first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 35 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.