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MATAURO’s iShares Russell 2000 Value ETF IWN Stock Holding History

MATAURO’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 		– Sell
-1,407
Closed -$267K – 168
2026
Q1 		$267K Buy
1,407
+4
+0.3% +$774 0.04% 119
2025
Q4 		$254K Buy
1,403
+8
+0.6% +$1.44K 0.04% 119
2025
Q3 		$247K Sell
1,395
-4
-0.3% -$675 0.04% 129
2025
Q2 		$221K Sell
1,399
-34
-2% -$5.06K 0.04% 122
2025
Q1 		$216K Sell
1,433
-92
-6% -$14.9K 0.04% 109
2024
Q4 		$250K Buy
+1,525
New +$260K 0.05% 99

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MATAURO's IWN Position: Q2 2026 in Review

MATAURO sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,407 shares — an estimated $267K sold.

MATAURO first reported a position in IWN in Q4 2024 and held it in 6 quarters. The position peaked at $267K in Q1 2026. 579 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MATAURO reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • MATAURO sold 1,407 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $267K.
  • MATAURO first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 6 quarters.
  • MATAURO's iShares Russell 2000 Value ETF position peaked at $267K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.