Monograph Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Monograph Wealth Advisors’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 Q1	$623K	Hold	3,284	–	–	0.06%	78
2025 Q4	$595K	Hold	3,284	–	–	0.06%	77
2025 Q3	$581K	Hold	3,284	–	–	0.06%	82
2025 Q2	$518K	Buy	3,284 +290	+10%	+$43.2K	0.06%	76
2025 Q1	$452K	Sell	2,994 -61	-2%	-$9.85K	0.06%	74
2024 Q4	$502K	Hold	3,055	–	–	0.07%	70
2024 Q3	$510K	Hold	3,055	–	–	0.07%	74
2024 Q2	$465K	Hold	3,055	–	–	0.07%	68
2024 Q1	$485K	Hold	3,055	–	–	0.07%	100
2023 Q4	$475K	Hold	3,055	–	–	0.09%	59
2023 Q3	$417K	Hold	3,055	–	–	0.08%	78
2023 Q2	$430K	Buy	3,055 +1	+0%	+$135	0.09%	54
2023 Q1	$419K	Hold	3,054	–	–	0.1%	54
2022 Q4	$424K	Hold	3,054	–	–	0.11%	58
2022 Q3	$394K	Hold	3,054	–	–	0.13%	52
2022 Q2	$416K	Buy	3,054 +1	+0%	+$149	0.12%	49
2022 Q1	$493K	Hold	3,053	–	–	0.12%	53
2021 Q4	$507K	Buy	+3,053	New	+$509K	0.13%	52

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Monograph Wealth Advisors's IWN Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 3,284 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #78.

Monograph Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Monograph Wealth Advisors held 3,284 shares of iShares Russell 2000 Value ETF worth $623K as of Q1 2026.
Monograph Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.06% of Monograph Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Monograph Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.