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IPG Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

IPG Investment Advisors’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 		$217K Hold
981
– – 0.03% 239
2026
Q1 		$186K Buy
+981
New +$190K 0.03% 226
2022
Q1 		– Sell
-3,770
Closed -$627K – 197
2021
Q4 		$627K Buy
+3,770
New +$628K 0.11% 98

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

IPG Investment Advisors's IWN Position: Q2 2026 in Review

IPG Investment Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 981 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #239.

IPG Investment Advisors first reported a position in IWN in Q4 2021 and has held it in 3 quarters since. The position peaked at $627K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • IPG Investment Advisors held 981 shares of iShares Russell 2000 Value ETF worth $217K as of Q2 2026.
  • IPG Investment Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • IPG Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 3 quarters since.
  • IPG Investment Advisors's iShares Russell 2000 Value ETF position peaked at $627K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.