Laurel Oak Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Laurel Oak 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	$1.08M	Buy	4,874 +144	+3%	+$30.1K	0.16%	118
2026 Q1	$897K	Sell	4,730 -224	-5%	-$43.4K	0.15%	122
2025 Q4	$898K	Buy	+4,954	New	+$890K	0.15%	116

Other funds holding IWN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Laurel Oak Wealth Management's IWN Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,874 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #118.

Laurel Oak Wealth Management first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Laurel Oak Wealth Management held 4,874 shares of iShares Russell 2000 Value ETF worth $1.08M as of Q2 2026.
Laurel Oak Wealth Management bought 144 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $30.1K.
iShares Russell 2000 Value ETF made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #118 holding.
Laurel Oak Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.