QCM
IWN icon

QRG Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

QRG Capital 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 		$1.06M Buy
4,812
+1,010
+27% +$211K 0.01% 609
2026
Q1 		$721K Buy
3,802
+1,130
+42% +$219K 0.01% 675
2025
Q4 		$484K Buy
2,672
+478
+22% +$85.9K 0.01% 770
2025
Q3 		$388K Buy
+2,194
New +$370K ﹤0.01% 806

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

QRG Capital Management's IWN Position: Q2 2026 in Review

QRG Capital Management increased its iShares Russell 2000 Value ETF (IWN) stake by 27% in Q2 2026, buying an estimated $211K and bringing the position to 4,812 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #609.

QRG Capital Management first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • QRG Capital Management held 4,812 shares of iShares Russell 2000 Value ETF worth $1.06M as of Q2 2026.
  • QRG Capital Management bought 1,010 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $211K.
  • iShares Russell 2000 Value ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #609 holding.
  • QRG Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.