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 Q3	$628K	Hold	3,000	–	–	0.29%	96
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Riverbend Wealth Management's IWN Position: Q3 2026 in Review

Riverbend Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 3,000 shares worth $628K. The position accounts for 0.29% of the portfolio, ranked #96.

Riverbend Wealth Management first reported a position in IWN in Q4 2024 and has held it in 8 quarters since. The position peaked at $664K in Q2 2026. 588 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Riverbend Wealth Management held 3,000 shares of iShares Russell 2000 Value ETF worth $628K as of Q3 2026.
Riverbend Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.29% of Riverbend Wealth Management's portfolio in Q3 2026, its #96 holding.
Riverbend Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's iShares Russell 2000 Value ETF position peaked at $664K in Q2 2026.
588 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.