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LRI Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

LRI Investments’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 		$150K Hold
678
– – 0.01% 386
2026
Q1 		$129K Hold
678
– – 0.01% 367
2025
Q4 		$123K Sell
678
-80
-11% -$14.4K 0.01% 380
2025
Q3 		$134K Hold
758
– – 0.01% 368
2025
Q2 		$120K Hold
758
– – 0.01% 394
2025
Q1 		$114K Hold
758
– – 0.01% 392
2024
Q4 		$124K Hold
758
– – 0.01% 378
2024
Q3 		$132K Hold
758
– – 0.01% 359
2024
Q2 		$115K Hold
758
– – 0.01% 356
2024
Q1 		$120K Buy
+758
New +$115K 0.03% 184

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

LRI Investments's IWN Position: Q2 2026 in Review

LRI Investments held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 678 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #386.

LRI Investments first reported a position in IWN in Q1 2024 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • LRI Investments held 678 shares of iShares Russell 2000 Value ETF worth $150K as of Q2 2026.
  • LRI Investments left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #386 holding.
  • LRI Investments first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.