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

Private Wealth 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 		$59.7K Sell
270
-120
-31% -$25.1K 0.01% 222
2026
Q1 		$73.9K Hold
390
– – 0.02% 152
2025
Q4 		$70.7K Buy
390
+270
+225% +$48.5K 0.02% 154
2025
Q3 		$21.2K Buy
+120
New +$20.3K 0.01% 314

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
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
WF
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
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Private Wealth Management Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 31% in Q2 2026, selling an estimated $25.1K and leaving 270 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #222.

Private Wealth Management Group first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.9K in Q1 2026. 397 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Private Wealth Management Group held 270 shares of iShares Russell 2000 Value ETF worth $59.7K as of Q2 2026.
  • Private Wealth Management Group sold 120 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Russell 2000 Value ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #222 holding.
  • Private Wealth Management Group first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's iShares Russell 2000 Value ETF position peaked at $73.9K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.