Investors Research Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Investors Research Corp’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	–	Sell	-147	Closed	-$27.9K	–	848
2026 Q1	$27.9K	Sell	147 -3	-2%	-$581	0.01%	447
2025 Q4	$27.2K	Hold	150	–	–	0.01%	508
2025 Q3	$26.5K	Hold	150	–	–	﹤0.01%	513
2025 Q2	$23.7K	Hold	150	–	–	﹤0.01%	556
2025 Q1	$22.6K	Hold	150	–	–	﹤0.01%	567
2024 Q4	$24.6K	Hold	150	–	–	0.01%	562
2024 Q3	$25K	Hold	150	–	–	0.01%	569
2024 Q2	$22.8K	Hold	150	–	–	0.01%	606
2024 Q1	$23.8K	Hold	150	–	–	0.01%	600
2023 Q4	$23.3K	Hold	150	–	–	0.01%	608
2023 Q3	$20.3K	Hold	150	–	–	0.01%	638
2023 Q2	$21.1K	Hold	150	–	–	0.01%	644
2023 Q1	$20.6K	Hold	150	–	–	0.01%	666
2022 Q4	$20.8K	Hold	150	–	–	0.01%	661
2022 Q3	$19K	Hold	150	–	–	0.01%	663
2022 Q2	$20K	Hold	150	–	–	0.01%	659
2022 Q1	$24K	Hold	150	–	–	0.01%	626
2021 Q4	$25K	Hold	150	–	–	0.01%	630
2021 Q3	$24K	Hold	150	–	–	0.01%	642
2021 Q2	$25K	Hold	150	–	–	0.01%	636
2021 Q1	$24K	Hold	150	–	–	0.01%	651
2020 Q4	$20K	Hold	150	–	–	0.01%	732
2020 Q3	$15K	Hold	150	–	–	0.01%	742
2020 Q2	$15K	Hold	150	–	–	0.01%	728
2020 Q1	$12K	Buy	+150	New	+$16.8K	0.01%	735

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

Investors Research Corp's IWN Position: Q2 2026 in Review

Investors Research Corp sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 147 shares — an estimated $27.9K sold.

Investors Research Corp first reported a position in IWN in Q1 2020 and held it in 25 quarters. The position peaked at $27.9K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Investors Research Corp reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 147 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $27.9K.
Investors Research Corp first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 25 quarters.
Investors Research Corp's iShares Russell 2000 Value ETF position peaked at $27.9K in Q1 2026.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.