Legacy Capital Group California’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Capital Group California’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 Q1	–	Sell	-2,773	Closed	-$502K	–	322
2025 Q4	$502K	Buy	2,773 +78	+3%	+$14K	0.12%	210
2025 Q3	$476K	Sell	2,695 -21	-0.8%	-$3.54K	0.12%	213
2025 Q2	$429K	Buy	2,716 +175	+7%	+$26.1K	0.12%	207
2025 Q1	$384K	Buy	2,541 +1	+0%	+$162	0.13%	193
2024 Q4	$417K	Buy	2,540 +27	+1%	+$4.61K	0.13%	199
2024 Q3	$419K	Buy	2,513 +173	+7%	+$28.1K	0.14%	189
2024 Q2	$356K	Buy	2,340 +230	+11%	+$35.2K	0.13%	204
2024 Q1	$335K	Sell	2,110 -752	-26%	-$114K	0.12%	207
2023 Q4	$445K	Sell	2,862 -3,172	-53%	-$439K	0.17%	178
2023 Q3	$818K	Buy	6,034 +13	+0.2%	+$1.86K	0.35%	82
2023 Q2	$848K	Buy	6,021 +201	+3%	+$27.2K	0.35%	77
2023 Q1	$797K	Buy	+5,820	New	+$843K	0.39%	73

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Legacy Capital Group California's IWN Position: Q1 2026 in Review

Legacy Capital Group California sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 2,773 shares — an estimated $502K sold.

Legacy Capital Group California first reported a position in IWN in Q1 2023 and held it in 12 quarters. The position peaked at $848K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Legacy Capital Group California reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 2,773 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $502K.
Legacy Capital Group California first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and held it in 12 quarters.
Legacy Capital Group California's iShares Russell 2000 Value ETF position peaked at $848K in Q2 2023.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.