MWM
IWN icon

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

Maltin 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
Q2 		$647K Buy
2,927
+296
+11% +$62K 0.22% 79
2026
Q1 		$499K Sell
2,631
-187
-7% -$36.2K 0.19% 82
2025
Q4 		$511K Buy
2,818
+13
+0.5% +$2.33K 0.2% 81
2025
Q3 		$496K Buy
2,805
+11
+0.4% +$1.86K 0.21% 80
2025
Q2 		$441K Sell
2,794
-516
-16% -$76.8K 0.2% 83
2025
Q1 		$500K Sell
3,310
-238
-7% -$38.4K 0.23% 79
2024
Q4 		$582K Sell
3,548
-10,352
-74% -$1.77M 0.29% 72
2024
Q3 		$2.32M Buy
13,900
+829
+6% +$135K 1.13% 30
2024
Q2 		$1.99M Buy
13,071
+193
+1% +$29.5K 1.07% 32
2024
Q1 		$2.05M Buy
12,878
+411
+3% +$62.2K 1.15% 28
2023
Q4 		$1.94M Sell
12,467
-44
-0.4% -$6.09K 1.23% 28
2023
Q3 		$1.7M Sell
12,511
-53
-0.4% -$7.6K 1.18% 32
2023
Q2 		$1.77M Sell
12,564
-266
-2% -$36K 1.25% 27
2023
Q1 		$1.76M Buy
12,830
+141
+1% +$20.4K 1.27% 30
2022
Q4 		$1.76M Sell
12,689
-4,832
-28% -$682K 1.28% 26
2022
Q3 		$2.26M Sell
17,521
-90
-0.5% -$13K 1.78% 13
2022
Q2 		$2.4M Sell
17,611
-405
-2% -$60.3K 1.73% 11
2022
Q1 		$2.91M Sell
18,016
-1,599
-8% -$255K 1.92% 10
2021
Q4 		$3.26M Buy
19,615
+1,196
+6% +$199K 1.96% 10
2021
Q3 		$2.95M Buy
18,419
+426
+2% +$68.4K 1.81% 14
2021
Q2 		$2.98M Buy
17,993
+1,963
+12% +$324K 1.81% 14
2021
Q1 		$2.56M Buy
16,030
+138
+0.9% +$20.9K 1.66% 14
2020
Q4 		$2.09M Sell
15,892
-1,174
-7% -$139K 1.47% 17
2020
Q3 		$1.7M Sell
17,066
-611
-3% -$62.1K 1.21% 23
2020
Q2 		$1.72M Sell
17,677
-660
-4% -$60K 1.3% 25
2020
Q1 		$1.5M Buy
+18,337
New +$2.06M 1.28% 25

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Maltin Wealth Management's IWN Position: Q2 2026 in Review

Maltin Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, buying an estimated $62K and bringing the position to 2,927 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #79.

Maltin Wealth Management first reported a position in IWN in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.26M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Maltin Wealth Management held 2,927 shares of iShares Russell 2000 Value ETF worth $647K as of Q2 2026.
  • Maltin Wealth Management bought 296 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $62K.
  • iShares Russell 2000 Value ETF made up 0.22% of Maltin Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Maltin Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Maltin Wealth Management's iShares Russell 2000 Value ETF position peaked at $3.26M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.