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

Mission 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 		$647K Buy
2,926
+454
+18% +$95K 0.01% 601
2026
Q1 		$469K Sell
2,472
-1,227
-33% -$238K 0.01% 510
2025
Q4 		$670K Buy
3,699
+1,316
+55% +$236K 0.01% 418
2025
Q3 		$421K Buy
2,383
+811
+52% +$137K 0.01% 526
2025
Q2 		$248K Sell
1,572
-53
-3% -$7.89K 0.01% 608
2025
Q1 		$245K Buy
1,625
+201
+14% +$32.5K 0.01% 595
2024
Q4 		$234K Buy
1,424
+53
+4% +$9.04K 0.01% 589
2024
Q3 		$229K Buy
1,371
+16
+1% +$2.6K 0.01% 602
2024
Q2 		$206K Buy
1,355
+46
+4% +$7.04K 0.01% 611
2024
Q1 		$208K Sell
1,309
-39
-3% -$5.91K 0.01% 641
2023
Q4 		$209K Buy
+1,348
New +$187K 0.01% 539
2022
Q2 		– Sell
-1,292
Closed -$209K – 538
2022
Q1 		$209K Sell
1,292
-7
-0.5% -$1.12K 0.01% 491
2021
Q4 		$216K Buy
1,299
+7
+0.5% +$1.17K 0.01% 505
2021
Q3 		$207K Hold
1,292
– – 0.01% 484
2021
Q2 		$214K Buy
1,292
+7
+0.5% +$1.16K 0.01% 459
2021
Q1 		$205K Buy
+1,285
New +$194K 0.01% 428
2020
Q1 		– Sell
-1,969
Closed -$253K – 327
2019
Q4 		$253K Buy
1,969
+79
+4% +$9.77K 0.02% 282
2019
Q3 		$226K Buy
1,890
+2
+0.1% +$236 0.02% 289
2019
Q2 		$228K Buy
+1,888
New +$228K 0.03% 279
2018
Q4 		– Sell
-1,648
Closed -$219K – 287
2018
Q3 		$219K Sell
1,648
-112
-6% -$15.1K 0.03% 261
2018
Q2 		$232K Hold
1,760
– – 0.03% 229
2018
Q1 		$215K Hold
1,760
– – 0.03% 213
2017
Q4 		$221K Sell
1,760
-250
-12% -$31.2K 0.04% 198
2017
Q3 		$249K Sell
2,010
-100
-5% -$11.8K 0.05% 162
2017
Q2 		$251K Sell
2,110
-11
-0.5% -$1.29K 0.05% 156
2017
Q1 		$251K Hold
2,121
– – 0.05% 151
2016
Q4 		$252K Buy
+2,121
New +$234K 0.05% 146

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

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

Mission Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 18% in Q2 2026, buying an estimated $95K and bringing the position to 2,926 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #601.

Mission Wealth Management first reported a position in IWN in Q4 2016 and has held it in 27 quarters since. The position peaked at $670K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Mission Wealth Management held 2,926 shares of iShares Russell 2000 Value ETF worth $647K as of Q2 2026.
  • Mission Wealth Management bought 454 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $95K.
  • iShares Russell 2000 Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Mission Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 27 quarters since.
  • Mission Wealth Management's iShares Russell 2000 Value ETF position peaked at $670K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.