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M.E. Allison & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

M.E. Allison & Co’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 		$265K Buy
1,200
+5
+0.4% +$1.05K 0.15% 163
2026
Q1 		$227K Buy
1,195
+3
+0.3% +$581 0.15% 171
2025
Q4 		$216K Buy
1,192
+7
+0.6% +$1.26K 0.15% 162
2025
Q3 		$210K Buy
+1,185
New +$200K 0.15% 170

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

M.E. Allison & Co's IWN Position: Q2 2026 in Review

M.E. Allison & Co increased its iShares Russell 2000 Value ETF (IWN) stake by 0.42% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,200 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #163.

M.E. Allison & Co first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • M.E. Allison & Co held 1,200 shares of iShares Russell 2000 Value ETF worth $265K as of Q2 2026.
  • M.E. Allison & Co bought 5 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.05K.
  • iShares Russell 2000 Value ETF made up 0.15% of M.E. Allison & Co's portfolio in Q2 2026, its #163 holding.
  • M.E. Allison & Co first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.