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Relyea Zuckerberg Hanson’s iShares Russell 2000 Value ETF IWN Stock Holding History

Relyea Zuckerberg Hanson’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 		$1.94M Buy
8,752
+233
+3% +$48.8K 0.16% 84
2026
Q1 		$1.62M Buy
8,519
+135
+2% +$26.1K 0.16% 80
2025
Q4 		$1.52M Sell
8,384
-32
-0.4% -$5.75K 0.15% 83
2025
Q3 		$1.49M Sell
8,416
-109
-1% -$18.4K 0.16% 82
2025
Q2 		$1.34M Buy
8,525
+49
+0.6% +$7.3K 0.16% 87
2025
Q1 		$1.28M Sell
8,476
-597
-7% -$96.4K 0.17% 81
2024
Q4 		$1.49M Sell
9,073
-582
-6% -$99.3K 0.2% 74
2024
Q3 		$1.61M Buy
9,655
+7
+0.1% +$1.14K 0.25% 61
2024
Q2 		$1.47M Sell
9,648
-262
-3% -$40.1K 0.25% 59
2024
Q1 		$1.57M Sell
9,910
-66
-0.7% -$10K 0.28% 51
2023
Q4 		$1.55M Sell
9,976
-3,961
-28% -$549K 0.3% 47
2023
Q3 		$1.89M Sell
13,937
-2,417
-15% -$347K 0.43% 41
2023
Q2 		$2.3M Sell
16,354
-8,990
-35% -$1.22M 0.52% 35
2023
Q1 		$3.47M Buy
25,344
+320
+1% +$46.4K 0.85% 24
2022
Q4 		$3.47M Sell
25,024
-11,690
-32% -$1.65M 0.99% 20
2022
Q3 		$4.73M Buy
36,714
+2,908
+9% +$420K 1.71% 16
2022
Q2 		$4.6M Buy
33,806
+30,069
+805% +$4.47M 1.72% 16
2022
Q1 		$593K Sell
3,737
-319
-8% -$50.9K 0.19% 81
2021
Q4 		$627K Sell
4,056
-269
-6% -$44.8K 0.23% 77
2021
Q3 		$693K Sell
4,325
-490
-10% -$78.7K 0.27% 65
2021
Q2 		$798K Buy
4,815
+25
+0.5% +$4.12K 0.33% 50
2021
Q1 		$785K Buy
4,790
+503
+12% +$76K 0.35% 46
2020
Q4 		$565K Sell
4,287
-449
-9% -$53K 0.3% 59
2020
Q3 		$514K Sell
4,736
-740
-14% -$75.2K 0.33% 58
2020
Q2 		$534K Sell
5,476
-602
-10% -$54.8K 0.43% 49
2020
Q1 		$499K Sell
6,078
-5,185
-46% -$582K 0.55% 45
2019
Q4 		$1.45M Buy
+11,263
New +$1.39M 1.39% 19

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 22.96% 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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Relyea Zuckerberg Hanson's IWN Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q2 2026, buying an estimated $48.8K and bringing the position to 8,752 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #84.

Relyea Zuckerberg Hanson first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.73M in Q3 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Relyea Zuckerberg Hanson held 8,752 shares of iShares Russell 2000 Value ETF worth $1.94M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 233 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Russell 2000 Value ETF made up 0.16% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #84 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's iShares Russell 2000 Value ETF position peaked at $4.73M in Q3 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.