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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
Q3 		– Sell
-1,606
Closed -$355K – 151
2026
Q2 		$355K Buy
+1,606
New +$336K 0.2% 129

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

J. M. Brown & Associates's IWN Position: Q3 2026 in Review

J. M. Brown & Associates sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2026, closing a stake of 1,606 shares — an estimated $355K sold.

J. M. Brown & Associates first reported a position in IWN in Q2 2026 and held it in 1 quarter. The position peaked at $355K in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • J. M. Brown & Associates reported no remaining iShares Russell 2000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • J. M. Brown & Associates sold 1,606 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $355K.
  • J. M. Brown & Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2026 and held it in 1 quarter.
  • J. M. Brown & Associates's iShares Russell 2000 Value ETF position peaked at $355K in Q2 2026.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.