Morton Brown Family Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Morton Brown Family Wealth’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	$15.5K	Hold	70	–	–	﹤0.01%	173
2026 Q1	$13.3K	Hold	70	–	–	﹤0.01%	177
2025 Q4	$12.7K	Hold	70	–	–	﹤0.01%	179
2025 Q3	$12.4K	Hold	70	–	–	﹤0.01%	175
2025 Q2	$11K	Hold	70	–	–	﹤0.01%	185
2025 Q1	$10.6K	Hold	70	–	–	﹤0.01%	187
2024 Q4	$11.5K	Hold	70	–	–	﹤0.01%	166
2024 Q3	$11.7K	Hold	70	–	–	﹤0.01%	159
2024 Q2	$11.6K	Hold	70	–	–	﹤0.01%	148
2024 Q1	$11.1K	Hold	70	–	–	﹤0.01%	147
2023 Q4	$10.9K	Hold	70	–	–	﹤0.01%	177
2023 Q3	$9.49K	Hold	70	–	–	﹤0.01%	126
2023 Q2	$9.86K	Hold	70	–	–	0.01%	120
2023 Q1	$9.59K	Hold	70	–	–	0.01%	132
2022 Q4	$9.71K	Hold	70	–	–	0.01%	114
2022 Q3	$9K	Hold	70	–	–	0.01%	116
2022 Q2	$10K	Buy	+70	New	+$10.4K	0.01%	109

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

Morton Brown Family Wealth's IWN Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 70 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Morton Brown Family Wealth first reported a position in IWN in Q2 2022 and has held it in 17 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Morton Brown Family Wealth held 70 shares of iShares Russell 2000 Value ETF worth $15.5K as of Q2 2026.
Morton Brown Family Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #173 holding.
Morton Brown Family Wealth first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 17 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.