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LBJ Family Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

LBJ Family Wealth Advisors’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 		$13.3M Sell
60,110
-438
-0.7% -$91.7K 6.78% 5
2026
Q1 		$11.2M Sell
60,548
-1,579
-3% -$306K 6.56% 5
2025
Q4 		$11.3M Sell
62,127
-157
-0.3% -$28.2K 6.19% 5
2025
Q3 		$11M Sell
62,284
-278
-0.4% -$46.9K 6% 5
2025
Q2 		$9.87M Buy
62,562
+185
+0.3% +$27.5K 5.74% 5
2025
Q1 		$9.42M Buy
62,377
+99
+0.2% +$16K 6.01% 5
2024
Q4 		$10.2M Sell
62,278
-592
-0.9% -$101K 6.1% 5
2024
Q3 		$10.5M Sell
62,870
-63
-0.1% -$10.2K 6.22% 5
2024
Q2 		$9.59M Sell
62,933
-1,327
-2% -$203K 6.02% 5
2024
Q1 		$10.2M Buy
64,260
+152
+0.2% +$23K 6.48% 5
2023
Q4 		$9.96M Sell
64,108
-1,740
-3% -$241K 6.89% 5
2023
Q3 		$8.93M Sell
65,848
-1,018
-2% -$146K 6.7% 6
2023
Q2 		$9.41M Sell
66,866
-2,010
-3% -$272K 6.54% 6
2023
Q1 		$9.44M Buy
68,876
+281
+0.4% +$40.7K 6.62% 6
2022
Q4 		$9.51M Buy
68,595
+40,694
+146% +$5.75M 7.1% 5
2022
Q3 		$5.76M Sell
27,901
-41,966
-60% -$6.07M 4.65% 8
2022
Q2 		$9.51M Sell
69,867
-29
-0% -$4.32K 7.12% 5
2022
Q1 		$10.8M Buy
69,896
+53
+0.1% +$8.45K 6.95% 5
2021
Q4 		$11.6M Buy
69,843
+2,538
+4% +$423K 6.74% 5
2021
Q3 		$11.2M Hold
67,305
– – 6.66% 5
2021
Q2 		$11.2M Sell
67,305
-2,727
-4% -$450K 6.63% 5
2021
Q1 		$11.2M Buy
70,032
+113
+0.2% +$17.1K 7.03% 5
2020
Q4 		$9.21M Buy
69,919
+214
+0.3% +$25.3K 6% 6
2020
Q3 		$6.92M Buy
69,705
+390
+0.6% +$39.6K 5.24% 7
2020
Q2 		$6.75M Buy
69,315
+285
+0.4% +$25.9K 5.42% 7
2020
Q1 		$5.66M Buy
69,030
+314
+0.5% +$35.2K 5.48% 7
2019
Q4 		$8.76M Buy
68,716
+418
+0.6% +$51.7K 6.06% 7
2019
Q3 		$12M Sell
68,298
-272
-0.4% -$32.1K 9.01% 4
2019
Q2 		$8.14M Buy
68,570
+1,512
+2% +$183K 6.02% 6
2019
Q1 		$8.04M Buy
67,058
+698
+1% +$83.4K 4.52% 7
2018
Q4 		$7.14M Buy
66,360
+1,491
+2% +$179K 6.26% 6
2018
Q3 		$8.63M Sell
64,869
-80
-0.1% -$10.8K 6.61% 5
2018
Q2 		$8.57M Hold
64,949
– – 6.89% 5
2018
Q1 		$7.92M Buy
64,949
+274
+0.4% +$34.3K 6.56% 5
2017
Q4 		$8.13M Buy
64,675
+399
+0.6% +$49.9K 6.69% 5
2017
Q3 		$7.98M Buy
64,276
+6,455
+11% +$761K 6.8% 5
2017
Q2 		$6.87M Sell
57,821
-351
-0.6% -$41.3K 6.21% 7
2017
Q1 		$6.87M Buy
58,172
+187
+0.3% +$22.2K 6.52% 5
2016
Q4 		$6.9M Sell
57,985
-181
-0.3% -$20K 6.88% 5
2016
Q3 		$6.09M Buy
58,166
+4,934
+9% +$506K 6.31% 6
2016
Q2 		$5.18M Hold
53,232
– – 5.83% 7
2016
Q1 		$4.96M Buy
53,232
+1,956
+4% +$170K 5.73% 7
2015
Q4 		$4.64M Buy
51,276
+1,848
+4% +$175K 6.09% 7
2015
Q3 		$4.45M Buy
49,428
+1,750
+4% +$168K 6.08% 7
2015
Q2 		$4.86M Hold
47,678
– – 6.59% 6
2015
Q1 		$4.95M Sell
47,678
-1,330
-3% -$134K 6.49% 6
2014
Q4 		$4.98M Buy
+49,008
New +$4.8M 6.84% 6
2013
Q4 		$4.34M Buy
+43,636
New +$4.17M 6.47% 6

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

LBJ Family Wealth Advisors's IWN Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.72% in Q2 2026, selling an estimated $91.7K and leaving 60,110 shares worth $13.3M. The position accounts for 6.78% of the portfolio, ranked #5.

LBJ Family Wealth Advisors first reported a position in IWN in Q4 2013 and has held it in 48 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • LBJ Family Wealth Advisors held 60,110 shares of iShares Russell 2000 Value ETF worth $13.3M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 438 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $91.7K.
  • iShares Russell 2000 Value ETF made up 6.78% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • LBJ Family Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 48 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.