Risk Paradigm Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Risk Paradigm 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	$5.11M	Buy	23,082 +196	+0.9%	+$41K	4%	6
2026 Q1	$4.34M	Buy	22,886 +722	+3%	+$140K	3.7%	4
2025 Q4	$4.02M	Buy	+22,164	New	+$3.98M	3.87%	4
2018 Q4	$2.07M	Sell	19,230 -5,167	-21%	-$622K	5.03%	5
2018 Q3	$3.24M	Buy	24,397 +7,174	+42%	+$966K	6.43%	3
2018 Q2	$2.27M	Buy	17,223 +9,712	+129%	+$1.25M	4.37%	8
2018 Q1	$915K	Buy	7,511 +7,366	+5,080%	+$922K	1.16%	20
2017 Q4	$18.2K	Buy	+145	New	+$18.1K	0.02%	221
2017 Q3	–	Sell	-12,099	Closed	-$1.44M	–	242
2017 Q2	$1.44M	Sell	12,099 -710	-6%	-$83.5K	1.69%	14
2017 Q1	$1.51M	Buy	12,809 +6,086	+91%	+$722K	1.72%	14
2016 Q4	$800K	Buy	+6,723	New	+$743K	0.88%	37

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 29.18% 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

Risk Paradigm Group's IWN Position: Q2 2026 in Review

Risk Paradigm Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.86% in Q2 2026, buying an estimated $41K and bringing the position to 23,082 shares worth $5.11M. The position accounts for 4% of the portfolio, ranked #6.

Risk Paradigm Group first reported a position in IWN in Q4 2016 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Risk Paradigm Group held 23,082 shares of iShares Russell 2000 Value ETF worth $5.11M as of Q2 2026.
Risk Paradigm Group bought 196 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $41K.
iShares Russell 2000 Value ETF made up 4% of Risk Paradigm Group's portfolio in Q2 2026, its #6 holding.
Risk Paradigm Group first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 11 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.