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Legacy Bridge’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Bridge’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 		$2.05M Sell
9,285
-50
-0.5% -$10.5K 0.63% 49
2026
Q1 		$1.77M Hold
9,335
– – 0.68% 51
2025
Q4 		$1.69M Sell
9,335
-95
-1% -$17.1K 0.69% 43
2025
Q3 		$1.67M Hold
9,430
– – 0.69% 44
2025
Q2 		$1.49M Sell
9,430
-300
-3% -$44.7K 0.71% 52
2025
Q1 		$1.47M Hold
9,730
– – 0.82% 44
2024
Q4 		$1.6M Hold
9,730
– – 0.83% 38
2024
Q3 		$1.62M Hold
9,730
– – 0.87% 40
2024
Q2 		$1.48M Hold
9,730
– – 0.87% 42
2024
Q1 		$1.55M Sell
9,730
-1,000
-9% -$151K 0.9% 39
2023
Q4 		$1.67M Sell
10,730
-45
-0.4% -$6.23K 1.08% 23
2023
Q3 		$1.46M Sell
10,775
-75
-0.7% -$10.8K 1.04% 27
2023
Q2 		$1.53M Sell
10,850
-1,145
-10% -$155K 1.02% 27
2023
Q1 		$1.64M Sell
11,995
-1,250
-9% -$181K 1.15% 13
2022
Q4 		$1.84M Hold
13,245
– – 1.31% 8
2022
Q3 		$1.71M Sell
13,245
-100
-0.7% -$14.5K 1.36% 6
2022
Q2 		$1.82M Buy
13,345
+40
+0.3% +$5.95K 1.34% 8
2022
Q1 		$2.15M Hold
13,305
– – 1.25% 10
2021
Q4 		$2.21M Buy
13,305
+1,325
+11% +$221K 1.15% 12
2021
Q3 		$1.92M Sell
11,980
-180
-1% -$28.9K 1.11% 11
2021
Q2 		$2.02M Sell
12,160
-80
-0.7% -$13.2K 1.14% 12
2021
Q1 		$1.95M Buy
12,240
+1,040
+9% +$157K 1.26% 9
2020
Q4 		$1.48M Buy
11,200
+175
+2% +$20.7K 1.07% 19
2020
Q3 		$1.09M Sell
11,025
-60
-0.5% -$6.09K 1% 23
2020
Q2 		$1.08M Buy
11,085
+60
+0.5% +$5.46K 1.19% 14
2020
Q1 		$904K Sell
11,025
-1,390
-11% -$156K 1.14% 17
2019
Q4 		$1.6M Buy
12,415
+100
+0.8% +$12.4K 1.33% 8
2019
Q3 		$1.47M Sell
12,315
-160
-1% -$18.9K 1.4% 8
2019
Q2 		$1.5M Hold
12,475
– – 1.45% 7
2019
Q1 		$1.5M Hold
12,475
– – 1.54% 6
2018
Q4 		$1.34M Buy
+12,475
New +$1.5M 1.66% 6

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 29.18% 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

Legacy Bridge's IWN Position: Q2 2026 in Review

Legacy Bridge reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.54% in Q2 2026, selling an estimated $10.5K and leaving 9,285 shares worth $2.05M. The position accounts for 0.63% of the portfolio, ranked #49.

Legacy Bridge first reported a position in IWN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Legacy Bridge held 9,285 shares of iShares Russell 2000 Value ETF worth $2.05M as of Q2 2026.
  • Legacy Bridge sold 50 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Russell 2000 Value ETF made up 0.63% of Legacy Bridge's portfolio in Q2 2026, its #49 holding.
  • Legacy Bridge first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's iShares Russell 2000 Value ETF position peaked at $2.21M in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.