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New Republic Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

New Republic Capital’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 		$3.12K Hold
14
– – ﹤0.01% 340
2026
Q1 		$2.66K Hold
14
– – ﹤0.01% 301
2025
Q4 		$2.54K Buy
+14
New +$2.52K ﹤0.01% 360
2024
Q4 		– Sell
-1,159
Closed -$193K – 247
2024
Q3 		$193K Sell
1,159
-1,096
-49% -$178K 0.11% 162
2024
Q2 		$343K Buy
2,255
+1,096
+95% +$168K 0.17% 108
2024
Q1 		$184K Hold
1,159
– – 0.12% 155
2023
Q4 		$180K Hold
1,159
– – 0.13% 157
2023
Q3 		$157K Sell
1,159
-50
-4% -$7.17K 0.13% 137
2023
Q2 		$170K Hold
1,209
– – 0.12% 149
2023
Q1 		$166K Hold
1,209
– – 0.13% 135
2022
Q4 		$168K Buy
+1,209
New +$171K 0.13% 113

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

New Republic Capital's IWN Position: Q2 2026 in Review

New Republic Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 14 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

New Republic Capital first reported a position in IWN in Q4 2022 and has held it in 11 quarters since. The position peaked at $343K in Q2 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • New Republic Capital held 14 shares of iShares Russell 2000 Value ETF worth $3.12K as of Q2 2026.
  • New Republic Capital left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of New Republic Capital's portfolio in Q2 2026, its #340 holding.
  • New Republic Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 11 quarters since.
  • New Republic Capital's iShares Russell 2000 Value ETF position peaked at $343K in Q2 2024.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.