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

Modern 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	–	Sell	-8,119	Closed	-$1.55M	–	1127
2026 Q1	$1.55M	Sell	8,119 -1,573	-16%	-$304K	0.03%	340
2025 Q4	$1.76M	Sell	9,692 -189	-2%	-$34K	0.03%	318
2025 Q3	$1.75M	Sell	9,881 -449	-4%	-$75.8K	0.03%	298
2025 Q2	$1.63M	Buy	10,330 +503	+5%	+$74.9K	0.04%	292
2025 Q1	$1.48M	Buy	9,827 +694	+8%	+$112K	0.05%	247
2024 Q4	$1.5M	Sell	9,133 -523	-5%	-$89.3K	0.06%	215
2024 Q3	$1.61M	Buy	+9,656	New	+$1.57M	0.1%	131

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Modern Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 8,119 shares — an estimated $1.55M sold.

Modern Wealth Management first reported a position in IWN in Q3 2024 and held it in 7 quarters. The position peaked at $1.76M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Modern Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 8,119 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.55M.
Modern Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 7 quarters.
Modern Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.76M in Q4 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.