Independent Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History

Independent Family Office’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	$7.62M	Buy	34,436 +33	+0.1%	+$6.91K	3.06%	10
2026 Q1	$6.52M	Sell	34,403 -194	-0.6%	-$37.6K	2.68%	11
2025 Q4	$6.27M	Hold	34,597	–	–	2.62%	11
2025 Q3	$6.12M	Buy	34,597 +312	+0.9%	+$52.7K	2.59%	11
2025 Q2	$5.41M	Sell	34,285 -700	-2%	-$104K	2.51%	10
2025 Q1	$5.28M	Hold	34,985	–	–	2.78%	9
2024 Q4	$5.74M	Hold	34,985	–	–	2.98%	9
2024 Q3	$5.84M	Hold	34,985	–	–	2.93%	10
2024 Q2	$5.33M	Hold	34,985	–	–	3.04%	9
2024 Q1	$5.56M	Hold	34,985	–	–	2.98%	8
2023 Q4	$5.43M	Buy	34,985 +3,000	+9%	+$416K	3.07%	8
2023 Q3	$4.34M	Sell	31,985 -6,514	-17%	-$934K	2.71%	9
2023 Q2	$5.42M	Buy	38,499 +265	+0.7%	+$35.8K	3.28%	8
2023 Q1	$5.24M	Hold	38,234	–	–	3.02%	9
2022 Q4	$5.3M	Hold	38,234	–	–	3.19%	8
2022 Q3	$4.93M	Hold	38,234	–	–	2.43%	9
2022 Q2	$5.21K	Sell	38,234 -2,665	-7%	-$397K	2.57%	7
2022 Q1	$6.6M	Hold	40,899	–	–	2.16%	7
2021 Q4	$6.79M	Sell	40,899 -6,113	-13%	-$1.02M	2.56%	8
2021 Q3	$7.53M	Sell	47,012 -226	-0.5%	-$36.3K	3.09%	7
2021 Q2	$7.83M	Sell	47,238 -364	-0.8%	-$60K	3.06%	6
2021 Q1	$7.59M	Buy	47,602 +6,428	+16%	+$972K	2.98%	6
2020 Q4	$5.42M	Buy	41,174 +3,328	+9%	+$393K	2.27%	9
2020 Q3	$3.76M	Sell	37,846 -60,831	-62%	-$6.18M	1.78%	9
2020 Q2	$3.67M	Buy	98,677 +64,097	+185%	+$5.83M	1.9%	8
2020 Q1	$2.84M	Hold	34,580	–	–	1.77%	8
2019 Q4	$4.45M	Buy	+34,580	New	+$4.28M	2.79%	8

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

Independent Family Office's IWN Position: Q2 2026 in Review

Independent Family Office increased its iShares Russell 2000 Value ETF (IWN) stake by 0.1% in Q2 2026, buying an estimated $6.91K and bringing the position to 34,436 shares worth $7.62M. The position accounts for 3.06% of the portfolio, ranked #10.

Independent Family Office first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.83M in Q2 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Independent Family Office held 34,436 shares of iShares Russell 2000 Value ETF worth $7.62M as of Q2 2026.
Independent Family Office bought 33 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.91K.
iShares Russell 2000 Value ETF made up 3.06% of Independent Family Office's portfolio in Q2 2026, its #10 holding.
Independent Family Office first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's iShares Russell 2000 Value ETF position peaked at $7.83M in Q2 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.