Main Street Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Main Street 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 Q2	$104K	Hold	468	–	–	0.02%	172
2026 Q1	$88.8K	Buy	+468	New	+$90.6K	0.03%	185
2025 Q4	–	Sell	-131	Closed	-$23.2K	–	352
2025 Q3	$23.2K	Hold	131	–	–	0.01%	384
2025 Q2	$20.7K	Sell	131 -1	-0.8%	-$149	0.01%	390
2025 Q1	$19.9K	Hold	132	–	–	0.01%	411
2024 Q4	$21.6K	Buy	132 +1	+0.8%	+$171	0.01%	389
2024 Q3	$21.9K	Sell	131 -1	-0.8%	-$162	0.01%	389
2024 Q2	$19.8K	Buy	132 +1	+0.8%	+$153	0.01%	409
2024 Q1	$20.7K	Hold	131	–	–	0.01%	430
2023 Q4	$20.4K	Buy	+131	New	+$18.1K	0.01%	627

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 22.96% 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 29.2% 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

Main Street Group's IWN Position: Q2 2026 in Review

Main Street Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 468 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #172.

Main Street Group first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Main Street Group held 468 shares of iShares Russell 2000 Value ETF worth $104K as of Q2 2026.
Main Street Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Main Street Group's portfolio in Q2 2026, its #172 holding.
Main Street Group first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.