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

Instrumental Wealth’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	$6.73M	Buy	30,417 +1,617	+6%	+$338K	3.41%	8
2026 Q1	$5.46M	Buy	28,800 +876	+3%	+$170K	3.36%	8
2025 Q4	$5.61M	Buy	27,924 +26,751	+2,281%	+$4.81M	3.36%	8
2025 Q3	$207K	Buy	+1,173	New	+$198K	0.15%	67

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

Instrumental Wealth's IWN Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 5.6% in Q2 2026, buying an estimated $338K and bringing the position to 30,417 shares worth $6.73M. The position accounts for 3.41% of the portfolio, ranked #8.

Instrumental Wealth first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Instrumental Wealth held 30,417 shares of iShares Russell 2000 Value ETF worth $6.73M as of Q2 2026.
Instrumental Wealth bought 1,617 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $338K.
iShares Russell 2000 Value ETF made up 3.41% of Instrumental Wealth's portfolio in Q2 2026, its #8 holding.
Instrumental Wealth first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.