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 Q3	$248K	Buy	+1,183	New	+$262K	0.03%	138
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

MATAURO's IWN Position: Q3 2026 in Review

MATAURO opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 1,183 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: MATAURO previously reported a position in IWN as recently as Q1 2026.

MATAURO first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q1 2026. 523 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

MATAURO held 1,183 shares of iShares Russell 2000 Value ETF worth $248K as of Q3 2026.
iShares Russell 2000 Value ETF was a new MATAURO position in Q3 2026.
iShares Russell 2000 Value ETF made up 0.03% of MATAURO's portfolio in Q3 2026, its #138 holding.
MATAURO first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
MATAURO's iShares Russell 2000 Value ETF position peaked at $267K in Q1 2026.
523 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.