Marion Wealth Management
IWN icon

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

Marion 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
Q3 		$10.9M Buy
51,950
+439
+0.9% +$97.1K 2.14% 12
2026
Q2 		$11.4M Sell
51,511
-569
-1% -$119K 2.32% 12
2026
Q1 		$9.9M Sell
52,080
-716
-1% -$139K 2.19% 12
2025
Q4 		$10.3M Buy
52,796
+815
+2% +$146K 2.3% 11
2025
Q3 		$9.19M Buy
51,981
+325
+0.6% +$54.9K 2.18% 12
2025
Q2 		$8.15M Buy
51,656
+2,124
+4% +$316K 2.04% 12
2025
Q1 		$7.48M Buy
49,532
+1,101
+2% +$178K 2% 12
2024
Q4 		$7.95M Buy
48,431
+625
+1% +$107K 2.11% 12
2024
Q3 		$7.98M Buy
47,806
+1,593
+3% +$259K 2.13% 12
2024
Q2 		$7.04M Sell
46,213
-205
-0.4% -$31.4K 2.07% 12
2024
Q1 		$7.37M Sell
46,418
-4
-0% -$606 2.2% 11
2023
Q4 		$7.21M Buy
46,422
+1,713
+4% +$237K 2.31% 10
2023
Q3 		$6.06M Buy
44,709
+987
+2% +$142K 2.13% 11
2023
Q2 		$6.16M Buy
43,722
+1,625
+4% +$220K 2.19% 12
2023
Q1 		$5.77M Buy
42,097
+2,383
+6% +$345K 2.15% 11
2022
Q4 		$5.51M Buy
39,714
+6,709
+20% +$947K 2.32% 12
2022
Q3 		$4.26M Buy
33,005
+2,730
+9% +$395K 2.18% 13
2022
Q2 		$4.12M Sell
30,275
-5,229
-15% -$778K 2.16% 14
2022
Q1 		$5.73M Sell
35,504
-102
-0.3% -$16.3K 2.8% 9
2021
Q4 		$5.91M Buy
+35,606
New +$5.93M 2.8% 10

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Marion Wealth Management's IWN Position: Q3 2026 in Review

Marion Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.85% in Q3 2026, buying an estimated $97.1K and bringing the position to 51,950 shares worth $10.9M. The position accounts for 2.14% of the portfolio, ranked #12.

Marion Wealth Management first reported a position in IWN in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q2 2026. 249 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Marion Wealth Management held 51,950 shares of iShares Russell 2000 Value ETF worth $10.9M as of Q3 2026.
  • Marion Wealth Management bought 439 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $97.1K.
  • iShares Russell 2000 Value ETF made up 2.14% of Marion Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Marion Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Marion Wealth Management's iShares Russell 2000 Value ETF position peaked at $11.4M in Q2 2026.
  • 249 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.