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Kaufman Rossin Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kaufman Rossin Wealth’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 		$853K Buy
3,887
+78
+2% +$16.3K 0.4% 27
2026
Q1 		$722K Hold
3,809
– – 0.41% 31
2025
Q4 		$690K Buy
+3,809
New +$684K 0.36% 38

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

Kaufman Rossin Wealth's IWN Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 2% in Q2 2026, buying an estimated $16.3K and bringing the position to 3,887 shares worth $853K. The position accounts for 0.4% of the portfolio, ranked #27.

Kaufman Rossin Wealth first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Kaufman Rossin Wealth held 3,887 shares of iShares Russell 2000 Value ETF worth $853K as of Q2 2026.
  • Kaufman Rossin Wealth bought 78 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Russell 2000 Value ETF made up 0.4% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #27 holding.
  • Kaufman Rossin Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.