Resources Management Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Resources Management Corp’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	–	Sell	-100	Closed	-$19K	–	282
2026 Q1	$19K	Hold	100	–	–	﹤0.01%	315
2025 Q4	$18K	Hold	100	–	–	﹤0.01%	323
2025 Q3	$18K	Hold	100	–	–	﹤0.01%	306
2025 Q2	$16K	Hold	100	–	–	﹤0.01%	328
2025 Q1	$15K	Hold	100	–	–	﹤0.01%	337
2024 Q4	$16K	Hold	100	–	–	﹤0.01%	336
2024 Q3	$17K	Hold	100	–	–	﹤0.01%	342
2024 Q2	$15K	Hold	100	–	–	﹤0.01%	339
2024 Q1	$16K	Hold	100	–	–	﹤0.01%	347
2023 Q4	$16K	Hold	100	–	–	﹤0.01%	344
2023 Q3	$14K	Hold	100	–	–	﹤0.01%	348
2023 Q2	$14K	Sell	100 -6,810	-99%	-$921K	﹤0.01%	346
2023 Q1	$446K	Buy	6,910 +6,810	+6,810%	+$987K	0.07%	161
2022 Q4	$14K	Hold	100	–	–	﹤0.01%	359
2022 Q3	$13K	Hold	100	–	–	﹤0.01%	371
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	383
2022 Q1	$16K	Hold	100	–	–	﹤0.01%	374
2021 Q4	$17K	Hold	100	–	–	﹤0.01%	383
2021 Q3	$16K	Hold	100	–	–	﹤0.01%	375
2021 Q2	$17K	Hold	100	–	–	﹤0.01%	382
2021 Q1	$16K	Hold	100	–	–	﹤0.01%	378
2020 Q4	$13K	Hold	100	–	–	﹤0.01%	386
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	374
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	385
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	399
2019 Q4	$13K	Hold	100	–	–	﹤0.01%	370
2019 Q3	$12K	Buy	+100	New	+$11.8K	﹤0.01%	397
2018 Q4	$10K	Hold	100	–	–	﹤0.01%	393
2018 Q3	$13K	Buy	+100	New	+$13.5K	﹤0.01%	363

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

Resources Management Corp's IWN Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 100 shares — an estimated $19K sold.

Resources Management Corp first reported a position in IWN in Q3 2018 and held it in 29 quarters. The position peaked at $446K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Resources Management Corp reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 100 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19K.
Resources Management Corp first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 29 quarters.
Resources Management Corp's iShares Russell 2000 Value ETF position peaked at $446K in Q1 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.