Keudell/Morrison Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Keudell/Morrison Wealth Management’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	$664K	Hold	3,000	–	–	0.13%	112
2026 Q1	$569K	Hold	3,000	–	–	0.12%	120
2025 Q4	$544K	Buy	+3,000	New	+$539K	0.11%	123
2025 Q2	$473K	Hold	3,000	–	–	0.11%	123
2025 Q1	$453K	Hold	3,000	–	–	0.11%	121
2024 Q4	$493K	Hold	3,000	–	–	0.13%	107
2024 Q3	$500K	Hold	3,000	–	–	0.14%	115
2024 Q2	$457K	Hold	3,000	–	–	0.13%	120
2024 Q1	$476K	Hold	3,000	–	–	0.14%	116
2023 Q4	$466K	Hold	3,000	–	–	0.15%	110
2023 Q3	$407K	Hold	3,000	–	–	0.12%	113
2023 Q2	$422K	Hold	3,000	–	–	0.12%	110
2023 Q1	$411K	Sell	3,000 -32	-1%	-$4.64K	0.12%	110
2022 Q4	$420K	Buy	3,032 +32	+1%	+$4.52K	0.13%	102
2022 Q3	$387K	Hold	3,000	–	–	0.14%	110
2022 Q2	$408K	Hold	3,000	–	–	0.15%	107
2022 Q1	$484K	Hold	3,000	–	–	0.2%	101
2021 Q4	$498K	Hold	3,000	–	–	0.2%	102
2021 Q3	$481K	Hold	3,000	–	–	0.21%	102
2021 Q2	$497K	Sell	3,000 -50	-2%	-$8.25K	0.27%	94
2021 Q1	$486K	Buy	3,050 +50	+2%	+$7.56K	0.28%	96
2020 Q4	$395K	Hold	3,000	–	–	0.25%	105
2020 Q3	$298K	Hold	3,000	–	–	0.19%	117
2020 Q2	$292K	Hold	3,000	–	–	0.24%	111
2020 Q1	$246K	Hold	3,000	–	–	0.24%	115
2019 Q4	$386K	Hold	3,000	–	–	0.27%	97
2019 Q3	$358K	Hold	3,000	–	–	0.3%	94
2019 Q2	$344K	Hold	3,000	–	–	0.3%	93
2019 Q1	$360K	Buy	+3,000	New	+$358K	0.32%	94

Other funds holding IWN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Keudell/Morrison Wealth Management's IWN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,000 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #112.

Keudell/Morrison Wealth Management first reported a position in IWN in Q1 2019 and has held it in 29 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Keudell/Morrison Wealth Management held 3,000 shares of iShares Russell 2000 Value ETF worth $664K as of Q2 2026.
Keudell/Morrison Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #112 holding.
Keudell/Morrison Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 29 quarters since.
183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.