Private Wealth Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Private Wealth Asset Management’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	$1.43M	Hold	6,463	–	–	0.14%	102
2026 Q1	$1.23M	Buy	6,463 +322	+5%	+$62.3K	0.13%	109
2025 Q4	$1.11M	Buy	6,141 +265	+5%	+$47.6K	0.12%	120
2025 Q3	$1.04M	Sell	5,876 -222	-4%	-$37.5K	0.12%	115
2025 Q2	$962K	Buy	6,098 +12	+0.2%	+$1.79K	0.13%	117
2025 Q1	$919K	Buy	+6,086	New	+$983K	0.13%	111

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 22.96% 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 Buffalo, New York $34.1B AUM 29.2% 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

Private Wealth Asset Management's IWN Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 6,463 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #102.

Private Wealth Asset Management first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Private Wealth Asset Management held 6,463 shares of iShares Russell 2000 Value ETF worth $1.43M as of Q2 2026.
Private Wealth Asset Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.14% of Private Wealth Asset Management's portfolio in Q2 2026, its #102 holding.
Private Wealth Asset Management first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.