Oak Barrel Wealth Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Other funds holding IWN
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DADC
TCIIS
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Oak Barrel Wealth Advisory's IWN Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 2,568 shares worth $568K. The stake represents 0.25% of the portfolio and ranks #50 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IWN as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in IWN in Q4 2025 and has held it in 2 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.
- Oak Barrel Wealth Advisory held 2,568 shares of iShares Russell 2000 Value ETF worth $568K as of Q2 2026.
- iShares Russell 2000 Value ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Russell 2000 Value ETF made up 0.25% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #50 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 2 quarters since.
- 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.