Jeppson Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Jeppson Wealth Management’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	$209K	Buy	+945	New	+$198K	0.06%	229
2023 Q1	–	Sell	-1,547	Closed	-$215K	–	204
2022 Q4	$215K	Sell	1,547 -648	-30%	-$91.5K	0.09%	184
2022 Q3	$283K	Sell	2,195 -64	-3%	-$9.25K	0.13%	146
2022 Q2	$308K	Buy	+2,259	New	+$336K	0.13%	139

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 29.18% 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

Jeppson Wealth Management's IWN Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 945 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in IWN as recently as Q4 2022.

Jeppson Wealth Management first reported a position in IWN in Q2 2022 and has held it in 4 quarters since. The position peaked at $308K in Q2 2022. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Jeppson Wealth Management held 945 shares of iShares Russell 2000 Value ETF worth $209K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Jeppson Wealth Management position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #229 holding.
Jeppson Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 4 quarters since.
Jeppson Wealth Management's iShares Russell 2000 Value ETF position peaked at $308K in Q2 2022.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.