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MGO One Seven’s iShares Russell 2000 Value ETF IWN Stock Holding History

MGO One Seven’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 		$598K Buy
2,704
+250
+10% +$52.3K 0.01% 895
2026
Q1 		$465K Buy
2,454
+234
+11% +$45.3K 0.01% 931
2025
Q4 		$402K Buy
2,220
+93
+4% +$16.7K 0.01% 981
2025
Q3 		$376K Buy
2,127
+477
+29% +$80.5K 0.01% 926
2025
Q2 		$260K Sell
1,650
-257
-13% -$38.3K 0.01% 1009
2025
Q1 		$288K Sell
1,907
-43
-2% -$6.95K 0.01% 836
2024
Q4 		$320K Buy
+1,950
New +$333K 0.01% 810
2024
Q1 		– Sell
-1,865
Closed -$290K – 937
2023
Q4 		$290K Buy
1,865
+91
+5% +$12.6K 0.02% 716
2023
Q3 		$240K Sell
1,774
-115
-6% -$16.5K 0.02% 708
2023
Q2 		$266K Sell
1,889
-227
-11% -$30.7K 0.02% 641
2023
Q1 		$290K Buy
2,116
+173
+9% +$25.1K 0.02% 681
2022
Q4 		$269K Sell
1,943
-47
-2% -$6.64K 0.03% 587
2022
Q3 		$256 Sell
1,990
-47
-2% -$6.79K 0.01% 586
2022
Q2 		$277K Sell
2,037
-52
-2% -$7.74K 0.04% 484
2022
Q1 		$337K Sell
2,089
-125
-6% -$19.9K 0.04% 475
2021
Q4 		$368K Buy
2,214
+271
+14% +$45.2K 0.04% 440
2021
Q3 		$323K Buy
+1,943
New +$312K 0.04% 432
2019
Q1 		– Sell
-462
Closed -$49K – 1024
2018
Q4 		$49K Buy
+462
New +$55.6K 0.02% 645
2018
Q1 		$32K Buy
261
+1
+0.4% +$125 0.01% 731
2017
Q4 		$33K Buy
+260
New +$32.5K 0.02% 731

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

MGO One Seven's IWN Position: Q2 2026 in Review

MGO One Seven increased its iShares Russell 2000 Value ETF (IWN) stake by 10% in Q2 2026, buying an estimated $52.3K and bringing the position to 2,704 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #895.

MGO One Seven first reported a position in IWN in Q4 2017 and has held it in 20 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MGO One Seven held 2,704 shares of iShares Russell 2000 Value ETF worth $598K as of Q2 2026.
  • MGO One Seven bought 250 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $52.3K.
  • iShares Russell 2000 Value ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #895 holding.
  • MGO One Seven first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 20 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.