J.L. Bainbridge & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

J.L. Bainbridge & Co’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	$200K	Buy	+905	New	+$189K	0.02%	111

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

J.L. Bainbridge & Co's IWN Position: Q2 2026 in Review

J.L. Bainbridge & Co opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 905 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #111 among its holdings.

330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

J.L. Bainbridge & Co held 905 shares of iShares Russell 2000 Value ETF worth $200K as of Q2 2026.
iShares Russell 2000 Value ETF was a new J.L. Bainbridge & Co position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #111 holding.
330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.