OpenArc Corporate Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

OpenArc Corporate Advisory’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	$1.68M	Buy	7,579 +1,068	+16%	+$224K	0.02%	278
2026 Q1	$1.23M	Buy	6,511 +191	+3%	+$37K	0.02%	301
2025 Q4	$1.15M	Buy	+6,320	New	+$1.14M	0.02%	284

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

OpenArc Corporate Advisory's IWN Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q2 2026, buying an estimated $224K and bringing the position to 7,579 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #278.

OpenArc Corporate Advisory first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

OpenArc Corporate Advisory held 7,579 shares of iShares Russell 2000 Value ETF worth $1.68M as of Q2 2026.
OpenArc Corporate Advisory bought 1,068 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $224K.
iShares Russell 2000 Value ETF made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #278 holding.
OpenArc Corporate Advisory first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.