Legacy Wealth Management (Idaho)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-28	Closed	-$5.31K	–	574
2026 Q1	$5.31K	Sell	28 -43	-61%	-$8.32K	﹤0.01%	608
2025 Q4	$12.9K	Buy	71 +28	+65%	+$5.03K	0.01%	388
2025 Q3	$7.6K	Buy	+43	New	+$7.26K	﹤0.01%	380

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

Legacy Wealth Management (Idaho)'s IWN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 28 shares — an estimated $5.31K sold.

Legacy Wealth Management (Idaho) first reported a position in IWN in Q3 2025 and held it in 3 quarters. The position peaked at $12.9K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 28 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.31K.
Legacy Wealth Management (Idaho) first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and held it in 3 quarters.
Legacy Wealth Management (Idaho)'s iShares Russell 2000 Value ETF position peaked at $12.9K in Q4 2025.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.