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Retirement Income Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Retirement Income Solutions’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 		$333K Hold
1,758
– – 0.06% 120
2026
Q1 		$333K Hold
1,758
– – 0.06% 121
2025
Q4 		$319K Hold
1,758
– – 0.05% 123
2025
Q3 		$311K Buy
1,758
+49
+3% +$8.27K 0.05% 126
2025
Q2 		$270K Sell
1,709
-63
-4% -$9.38K 0.05% 128
2025
Q1 		$268K Sell
1,772
-18
-1% -$2.91K 0.06% 119
2024
Q4 		$294K Buy
1,790
+81
+5% +$13.8K 0.06% 117
2024
Q3 		$285K Hold
1,709
– – 0.07% 111
2024
Q2 		$260K Sell
1,709
-200
-10% -$30.6K 0.06% 115
2024
Q1 		$303K Buy
+1,909
New +$289K 0.07% 109

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 29.18% 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

Retirement Income Solutions's IWN Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,758 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #120.

Retirement Income Solutions first reported a position in IWN in Q1 2024 and has held it in 10 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Retirement Income Solutions held 1,758 shares of iShares Russell 2000 Value ETF worth $333K as of Q2 2026.
  • Retirement Income Solutions left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #120 holding.
  • Retirement Income Solutions first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.