Instrumental Wealth
IWN icon

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
Q3 		$6.62M Buy
31,608
+1,191
+4% +$263K 3.21% 8
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

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Instrumental Wealth's IWN Position: Q3 2026 in Review

Instrumental Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 3.9% in Q3 2026, buying an estimated $263K and bringing the position to 31,608 shares worth $6.62M. The position accounts for 3.21% of the portfolio, ranked #8.

Instrumental Wealth first reported a position in IWN in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.73M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Instrumental Wealth held 31,608 shares of iShares Russell 2000 Value ETF worth $6.62M as of Q3 2026.
  • Instrumental Wealth bought 1,191 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $263K.
  • iShares Russell 2000 Value ETF made up 3.21% of Instrumental Wealth's portfolio in Q3 2026, its #8 holding.
  • Instrumental Wealth first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Instrumental Wealth's iShares Russell 2000 Value ETF position peaked at $6.73M in Q2 2026.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.