MKW
IWN icon

Mullaney, Keating & Wright’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mullaney, Keating & Wright’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 		$6.52M Sell
29,482
-35
-0.1% -$7.33K 3.15% 7
2026
Q1 		$5.6M Sell
29,517
-224
-0.8% -$43.4K 3.04% 9
2025
Q4 		$5.39M Buy
29,741
+431
+1% +$77.4K 2.85% 9
2025
Q3 		$5.18M Buy
29,310
+237
+0.8% +$40K 2.88% 9
2025
Q2 		$4.59M Buy
29,073
+533
+2% +$79.4K 3% 10
2025
Q1 		$4.31M Sell
28,540
-63
-0.2% -$10.2K 2.9% 9
2024
Q4 		$4.7M Sell
28,603
-558
-2% -$95.2K 3.17% 8
2024
Q3 		$4.86M Buy
29,161
+237
+0.8% +$38.5K 3.38% 8
2024
Q2 		$4.41M Buy
+28,924
New +$4.42M 3.41% 8

Other funds holding IWN

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return