Riverbend Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Riverbend Wealth 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	$664K	Hold	3,000	–	–	0.33%	84
2026 Q1	$569K	Hold	3,000	–	–	0.33%	80
2025 Q4	$544K	Hold	3,000	–	–	0.34%	78
2025 Q3	$530K	Hold	3,000	–	–	0.37%	74
2025 Q2	$473K	Hold	3,000	–	–	0.36%	79
2025 Q1	$453K	Hold	3,000	–	–	0.41%	73
2024 Q4	$493K	Buy	+3,000	New	+$512K	0.44%	64

Other funds holding IWN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Riverbend Wealth Management's IWN Position: Q2 2026 in Review

Riverbend Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,000 shares worth $664K. The position accounts for 0.33% of the portfolio, ranked #84.

Riverbend Wealth Management first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Riverbend Wealth Management held 3,000 shares of iShares Russell 2000 Value ETF worth $664K as of Q2 2026.
Riverbend Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.33% of Riverbend Wealth Management's portfolio in Q2 2026, its #84 holding.
Riverbend Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.