J. M. Brown & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

J. M. Brown & Associates’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	$355K	Buy	+1,606	New	+$336K	0.2%	129

Other funds holding IWN

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J. M. Brown & Associates's IWN Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,606 shares worth $355K. The stake represents 0.2% of the portfolio and ranks #129 among its holdings.

1,031 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

J. M. Brown & Associates held 1,606 shares of iShares Russell 2000 Value ETF worth $355K as of Q2 2026.
iShares Russell 2000 Value ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.2% of J. M. Brown & Associates's portfolio in Q2 2026, its #129 holding.
1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.