Patriot Investment Management Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Patriot Investment Management 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	$682K	Hold	3,082	–	–	0.04%	143
2026 Q1	$584K	Hold	3,082	–	–	0.04%	154
2025 Q4	$558K	Hold	3,082	–	–	0.04%	156
2025 Q3	$545K	Hold	3,082	–	–	0.04%	157
2025 Q2	$486K	Hold	3,082	–	–	0.03%	164
2025 Q1	$465K	Hold	3,082	–	–	0.03%	159
2024 Q4	$506K	Hold	3,082	–	–	0.04%	153
2024 Q3	$514K	Hold	3,082	–	–	0.04%	158
2024 Q2	$469K	Sell	3,082 -240	-7%	-$36.7K	0.04%	164
2024 Q1	$528K	Hold	3,322	–	–	0.04%	158
2023 Q4	$516K	Hold	3,322	–	–	0.04%	158
2023 Q3	$450K	Hold	3,322	–	–	0.04%	162
2023 Q2	$468K	Hold	3,322	–	–	0.04%	167
2023 Q1	$455K	Hold	3,322	–	–	0.04%	173
2022 Q4	$498K	Hold	3,322	–	–	0.04%	167
2022 Q3	$428K	Hold	3,322	–	–	0.04%	167
2022 Q2	$452K	Hold	3,322	–	–	0.04%	168
2022 Q1	$536K	Hold	3,322	–	–	0.05%	172
2021 Q4	$551K	Hold	3,322	–	–	0.05%	171
2021 Q3	$532K	Hold	3,322	–	–	0.05%	166
2021 Q2	$550K	Hold	3,322	–	–	0.05%	159
2021 Q1	$529K	Buy	+3,322	New	+$502K	0.05%	156
2020 Q4	–	Sell	-3,322	Closed	-$329K	–	192
2020 Q3	$329K	Hold	3,322	–	–	0.04%	175
2020 Q2	$324K	Hold	3,322	–	–	0.04%	175
2020 Q1	$272K	Sell	3,322 -811	-20%	-$91K	0.04%	173
2019 Q4	$531K	Hold	4,133	–	–	0.07%	142
2019 Q3	$480K	Hold	4,133	–	–	0.07%	148
2019 Q2	$498K	Hold	4,133	–	–	0.07%	142
2019 Q1	$495K	Buy	+4,133	New	+$494K	0.07%	144

Other funds holding IWN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

Patriot Investment Management Group's IWN Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,082 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #143.

Patriot Investment Management Group first reported a position in IWN in Q1 2019 and has held it in 29 quarters since. 360 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Patriot Investment Management Group held 3,082 shares of iShares Russell 2000 Value ETF worth $682K as of Q2 2026.
Patriot Investment Management Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #143 holding.
Patriot Investment Management Group first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 29 quarters since.
360 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.