Manchester Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Manchester Financial’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	$212K	Buy	+960	New	+$201K	0.04%	140
2021 Q2	–	Sell	-324	Closed	-$52K	–	352
2021 Q1	$52K	Hold	324	–	–	0.02%	175
2020 Q4	$43K	Buy	324 +320	+8,000%	+$37.8K	0.03%	173
2020 Q3	$0	Hold	4	–	–	﹤0.01%	576
2020 Q2	$0	Sell	4 -1,196	-100%	-$109K	﹤0.01%	536
2020 Q1	$98K	Hold	1,200	–	–	0.07%	84
2019 Q4	$154K	Buy	+1,200	New	+$148K	0.06%	70
2019 Q3	–	Sell	-1,200	Closed	-$145K	–	246
2019 Q2	$145K	Buy	+1,200	New	+$145K	0.07%	73

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Manchester Financial's IWN Position: Q2 2026 in Review

Manchester Financial opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 960 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings. This is a return to the name: Manchester Financial previously reported a position in IWN as recently as Q1 2021.

Manchester Financial first reported a position in IWN in Q2 2019 and has held it in 8 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Manchester Financial held 960 shares of iShares Russell 2000 Value ETF worth $212K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Manchester Financial position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of Manchester Financial's portfolio in Q2 2026, its #140 holding.
Manchester Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 8 quarters since.
183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.