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Jupiter Topco’s iShares Russell 2000 Value ETF IWN Stock Holding History

Jupiter Topco’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 		$27.8M Buy
+125,708
New +$26.3M 0.01% 573

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jupiter Topco's IWN Position: Q2 2026 in Review

Jupiter Topco opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 125,708 shares worth $27.8M. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

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

  • Jupiter Topco held 125,708 shares of iShares Russell 2000 Value ETF worth $27.8M as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Jupiter Topco position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Jupiter Topco's portfolio in Q2 2026, its #573 holding.
  • 1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.