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Kelsey Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Kelsey Financial’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 		$3.34M Buy
15,110
+399
+3% +$83.5K 2.54% 10
2026
Q1 		$2.79M Sell
14,711
-682
-4% -$132K 2.44% 11
2025
Q4 		$2.79M Buy
+15,393
New +$2.77M 2.4% 11

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 22.96% 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

Kelsey Financial's IWN Position: Q2 2026 in Review

Kelsey Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q2 2026, buying an estimated $83.5K and bringing the position to 15,110 shares worth $3.34M. The position accounts for 2.54% of the portfolio, ranked #10.

Kelsey Financial first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Kelsey Financial held 15,110 shares of iShares Russell 2000 Value ETF worth $3.34M as of Q2 2026.
  • Kelsey Financial bought 399 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $83.5K.
  • iShares Russell 2000 Value ETF made up 2.54% of Kelsey Financial's portfolio in Q2 2026, its #10 holding.
  • Kelsey Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.