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

Institute for 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
2024 Q2	–	Hold	0	–	-$556K	–	511
2024 Q1	–	Hold	0	–	–	–	268
2023 Q4	–	Hold	0	–	–	–	126
2022 Q1	–	Sell	-2,000	Closed	-$6K	–	553
2021 Q4	$6K	Buy	+2,000	New	+$333K	﹤0.01%	490
2021 Q2	–	Sell	-1,500	Closed	-$31K	–	497
2021 Q1	$31K	Sell	1,500 -4,500	-75%	-$680K	0.01%	471
2020 Q4	$790K	Buy	+6,000	New	+$708K	0.16%	167

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 29.18% 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

Institute for Wealth Management's IWN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 276 shares worth $61.1K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IWN as recently as Q3 2025.

Institute for Wealth Management first reported a position in IWN in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2022. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Institute for Wealth Management held 276 shares of iShares Russell 2000 Value ETF worth $61.1K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #817 holding.
Institute for Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 17 quarters since.
Institute for Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.46M in Q1 2022.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.