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 Q3	–	Sell	-945	Closed	-$209K	–	247
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Jeppson Wealth Management's IWN Position: Q3 2026 in Review

Jeppson Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2026, closing a stake of 945 shares — an estimated $209K sold.

Jeppson Wealth Management first reported a position in IWN in Q2 2022 and held it in 4 quarters. The position peaked at $308K in Q2 2022. 649 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Jeppson Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2026 after selling out during the quarter.
Jeppson Wealth Management sold 945 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $209K.
Jeppson Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 4 quarters.
Jeppson Wealth Management's iShares Russell 2000 Value ETF position peaked at $308K in Q2 2022.
649 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.