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

Moran 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	$4.28M	Buy	+19,356	New	+$4.05M	0.12%	236
2026 Q1	–	Sell	-6,223	Closed	-$1.13M	–	522
2025 Q4	$1.13M	Sell	6,223 -7,151	-53%	-$1.28M	0.03%	347
2025 Q3	$2.36M	Buy	+13,374	New	+$2.26M	0.07%	267
2025 Q1	–	Sell	-13,050	Closed	-$2.14M	–	467
2024 Q4	$2.14M	Buy	13,050 +11,740	+896%	+$2M	0.07%	253
2024 Q3	$219K	Buy	+1,310	New	+$213K	0.01%	399
2024 Q1	–	Sell	-3,882	Closed	-$603K	–	432
2023 Q4	$603K	Buy	+3,882	New	+$538K	0.02%	329

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 29.18% 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

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

Moran Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 19,356 shares worth $4.28M. The stake represents 0.12% of the portfolio and ranks #236 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in IWN as recently as Q4 2025.

Moran Wealth Management first reported a position in IWN in Q4 2023 and has held it in 6 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Moran Wealth Management held 19,356 shares of iShares Russell 2000 Value ETF worth $4.28M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Moran Wealth Management position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #236 holding.
Moran Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 6 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.