Nalls Sherbakoff Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Nalls Sherbakoff Group’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	$42.4K	Buy	192 +1	+0.5%	+$209	0.03%	202
2026 Q1	$36.3K	Hold	191	–	–	0.03%	221
2025 Q4	$34.7K	Hold	191	–	–	0.03%	235
2025 Q3	$33.7K	Buy	191 +1	+0.5%	+$169	0.02%	240
2025 Q2	$30K	Buy	190 +1	+0.5%	+$149	0.02%	246
2025 Q1	$28.6K	Buy	+189	New	+$30.5K	0.02%	222
2023 Q4	$29K	Buy	187 +2	+1%	+$277	0.03%	206
2023 Q3	$25.1K	Hold	185	–	–	0.02%	209
2023 Q2	$24.2K	Hold	185	–	–	0.02%	209
2023 Q1	$24.8K	Buy	+185	New	+$26.8K	0.02%	213
2018 Q4	$31K	Buy	+284	New	+$34.2K	0.05%	183

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 22.9% 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

Nalls Sherbakoff Group's IWN Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.52% in Q2 2026, buying an estimated $209 and bringing the position to 192 shares worth $42.4K. The position accounts for 0.03% of the portfolio, ranked #202.

Nalls Sherbakoff Group first reported a position in IWN in Q4 2018 and has held it in 11 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Nalls Sherbakoff Group held 192 shares of iShares Russell 2000 Value ETF worth $42.4K as of Q2 2026.
Nalls Sherbakoff Group bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
iShares Russell 2000 Value ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #202 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 11 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.