Luts & Greenleigh Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Luts & Greenleigh Group’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 Q3	$1.76M	Sell	8,396 -76	-0.9%	-$16.8K	1.28%	15
2026 Q2	$1.87M	Sell	8,472 -4	-0%	-$837	1.42%	13
2026 Q1	$1.61M	Buy	8,476 +213	+3%	+$41.2K	1.27%	15
2025 Q4	$1.5M	Buy	8,263 +80	+1%	+$14.4K	1.27%	18
2025 Q3	$1.45M	Sell	8,183 -97	-1%	-$16.4K	1.3%	17
2025 Q2	$1.31M	Buy	8,280 +891	+12%	+$133K	1.25%	17
2025 Q1	$1.12M	Sell	7,389 -25	-0.3%	-$4.04K	1.11%	20
2024 Q4	$1.22M	Buy	7,414 +110	+2%	+$18.8K	1.2%	18
2024 Q3	$1.22M	Buy	7,304 +110	+2%	+$17.9K	1.17%	19
2024 Q2	$1.1M	Buy	+7,194	New	+$1.1M	1.14%	19
2023 Q4	$1.15M	Sell	7,420 -260	-3%	-$36K	1.45%	13
2023 Q3	$1.04M	Buy	7,680 +493	+7%	+$70.7K	1.29%	18
2023 Q2	$1.01M	Buy	7,187 +653	+10%	+$88.3K	1.25%	18
2023 Q1	$895K	Sell	6,534 -1,346	-17%	-$195K	1.14%	17
2022 Q4	$1.09M	Buy	+7,880	New	+$1.11M	1.38%	16

Other funds holding IWN

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Luts & Greenleigh Group's IWN Position: Q3 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.9% in Q3 2026, selling an estimated $16.8K and leaving 8,396 shares worth $1.76M. The position accounts for 1.28% of the portfolio, ranked #15.

Luts & Greenleigh Group first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Luts & Greenleigh Group held 8,396 shares of iShares Russell 2000 Value ETF worth $1.76M as of Q3 2026.
Luts & Greenleigh Group sold 76 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $16.8K.
iShares Russell 2000 Value ETF made up 1.28% of Luts & Greenleigh Group's portfolio in Q3 2026, its #15 holding.
Luts & Greenleigh Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Luts & Greenleigh Group's iShares Russell 2000 Value ETF position peaked at $1.87M in Q2 2026.
755 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Luts & Greenleigh Group's 13F filing for Q3 2026, filed 5 Nov 2026.