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MH & Associates Securities Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

MH & Associates Securities 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 		$17.5K Hold
79
– – 0.02% 68
2026
Q1 		$15K Hold
79
– – 0.01% 70
2025
Q4 		$14.3K Buy
+79
New +$14.2K 0.01% 72

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

MH & Associates Securities Management's IWN Position: Q2 2026 in Review

MH & Associates Securities Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 79 shares worth $17.5K. The position accounts for 0.02% of the portfolio, ranked #68.

MH & Associates Securities Management first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MH & Associates Securities Management held 79 shares of iShares Russell 2000 Value ETF worth $17.5K as of Q2 2026.
  • MH & Associates Securities Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of MH & Associates Securities Management's portfolio in Q2 2026, its #68 holding.
  • MH & Associates Securities Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.