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

Mascoma 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	$6.19K	Sell	28 -194	-87%	-$40.6K	﹤0.01%	360
2026 Q1	$42.1K	Buy	222 +194	+693%	+$37.6K	0.01%	203
2025 Q4	$5.07K	Hold	28	–	–	﹤0.01%	369
2025 Q3	$4.95K	Hold	28	–	–	﹤0.01%	379
2025 Q2	$4.42K	Hold	28	–	–	﹤0.01%	389
2025 Q1	$4.23K	Sell	28 -47	-63%	-$7.59K	﹤0.01%	408
2024 Q4	$12.3K	Buy	75 +47	+168%	+$8.02K	﹤0.01%	326
2024 Q3	$4.67K	Hold	28	–	–	﹤0.01%	391
2024 Q2	$4.26K	Hold	28	–	–	﹤0.01%	420
2024 Q1	$4.45K	Hold	28	–	–	﹤0.01%	391
2023 Q4	$4.35K	Hold	28	–	–	﹤0.01%	403
2023 Q3	$3.79K	Hold	28	–	–	﹤0.01%	421
2023 Q2	$4.17K	Hold	28	–	–	﹤0.01%	405
2023 Q1	$3.74K	Hold	28	–	–	﹤0.01%	505
2022 Q4	$3.88K	Buy	+28	New	+$3.95K	﹤0.01%	514

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

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

Mascoma Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 87% in Q2 2026, selling an estimated $40.6K and leaving 28 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Mascoma Wealth Management first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.1K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Mascoma Wealth Management held 28 shares of iShares Russell 2000 Value ETF worth $6.19K as of Q2 2026.
Mascoma Wealth Management sold 194 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $40.6K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #360 holding.
Mascoma Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Mascoma Wealth Management's iShares Russell 2000 Value ETF position peaked at $42.1K in Q1 2026.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.