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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
Q2 		$11.4M Sell
51,511
-569
-1% -$119K 2.32% 12
2026
Q1 		$9.87M 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 		$4.25M 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

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
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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

Marion Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q2 2026, selling an estimated $119K and leaving 51,511 shares worth $11.4M. The position accounts for 2.32% of the portfolio, ranked #12.

Marion Wealth Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 175 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Marion Wealth Management held 51,511 shares of iShares Russell 2000 Value ETF worth $11.4M as of Q2 2026.
  • Marion Wealth Management sold 569 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $119K.
  • iShares Russell 2000 Value ETF made up 2.32% of Marion Wealth Management's portfolio in Q2 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 19 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.