IW
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
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

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 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. 338 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.
  • 338 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.