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Kelman-Lazarov Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kelman-Lazarov Inc’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 		$263K Sell
1,188
-217
-15% -$45.4K 0.03% 133
2026
Q1 		$266K Buy
+1,405
New +$272K 0.04% 124

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.9% 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 29.18% 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

Kelman-Lazarov Inc's IWN Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Russell 2000 Value ETF (IWN) stake by 15% in Q2 2026, selling an estimated $45.4K and leaving 1,188 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #133.

Kelman-Lazarov Inc first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. The position peaked at $266K in Q1 2026. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Kelman-Lazarov Inc held 1,188 shares of iShares Russell 2000 Value ETF worth $263K as of Q2 2026.
  • Kelman-Lazarov Inc sold 217 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $45.4K.
  • iShares Russell 2000 Value ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #133 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Kelman-Lazarov Inc's iShares Russell 2000 Value ETF position peaked at $266K in Q1 2026.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.