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

Lionshead 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
Q1 		$271K Buy
1,431
+1
+0.1% +$194 0.2% 84
2025
Q4 		$259K Hold
1,430
– – 0.19% 89
2025
Q3 		$253K Buy
1,430
+76
+6% +$12.8K 0.2% 88
2025
Q2 		$214K Sell
1,354
-82
-6% -$12.2K 0.2% 86
2025
Q1 		$217K Sell
1,436
-1,387
-49% -$224K 0.23% 83
2024
Q4 		$463K Buy
+2,823
New +$482K 0.34% 59

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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 $16.5B AUM 19.94% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lionshead Wealth Management's IWN Position: Q1 2026 in Review

Lionshead Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.07% in Q1 2026, buying an estimated $194 and bringing the position to 1,431 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #84.

Lionshead Wealth Management first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $463K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Lionshead Wealth Management held 1,431 shares of iShares Russell 2000 Value ETF worth $271K as of Q1 2026.
  • Lionshead Wealth Management bought 1 iShares Russell 2000 Value ETF share in Q1 2026, an estimated $194.
  • iShares Russell 2000 Value ETF made up 0.2% of Lionshead Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Lionshead Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Lionshead Wealth Management's iShares Russell 2000 Value ETF position peaked at $463K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.