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 Q1	$266K	Buy	+1,405	New	+$272K	0.04%	124

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Kelman-Lazarov Inc's IWN Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 1,405 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Kelman-Lazarov Inc held 1,405 shares of iShares Russell 2000 Value ETF worth $266K as of Q1 2026.
iShares Russell 2000 Value ETF was a new Kelman-Lazarov Inc position in Q1 2026.
iShares Russell 2000 Value ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #124 holding.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.