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

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

Mullaney, Keating & Wright's IWN Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.12% in Q2 2026, selling an estimated $7.33K and leaving 29,482 shares worth $6.52M. The position accounts for 3.15% of the portfolio, ranked #7.

Mullaney, Keating & Wright first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Mullaney, Keating & Wright held 29,482 shares of iShares Russell 2000 Value ETF worth $6.52M as of Q2 2026.
Mullaney, Keating & Wright sold 35 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.33K.
iShares Russell 2000 Value ETF made up 3.15% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #7 holding.
Mullaney, Keating & Wright first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.