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

Robertson Stephens 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 		$423K Buy
1,913
+1
+0.1% +$209 0.01% 469
2026
Q1 		$362K Buy
1,912
+2
+0.1% +$387 0.01% 468
2025
Q4 		$346K Buy
1,910
+9
+0.5% +$1.62K 0.01% 498
2025
Q3 		$336K Hold
1,901
– – 0.01% 428
2025
Q2 		$300K Sell
1,901
-44
-2% -$6.55K 0.01% 459
2025
Q1 		$294K Hold
1,945
– – 0.01% 456
2024
Q4 		$319K Buy
1,945
+359
+23% +$61.3K 0.01% 453
2024
Q3 		$265K Sell
1,586
-416
-21% -$67.6K 0.01% 541
2024
Q2 		$305K Buy
2,002
+367
+22% +$56.1K 0.02% 408
2024
Q1 		$260K Buy
+1,635
New +$248K 0.01% 446
2023
Q2 		– Sell
-1,679
Closed -$230K – 438
2023
Q1 		$230K Buy
1,679
+1
+0.1% +$145 0.02% 405
2022
Q4 		$233K Buy
+1,678
New +$237K 0.02% 375

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
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
WT
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
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

Robertson Stephens Wealth Management's IWN Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.05% in Q2 2026, buying an estimated $209 and bringing the position to 1,913 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #469.

Robertson Stephens Wealth Management first reported a position in IWN in Q4 2022 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,913 shares of iShares Russell 2000 Value ETF worth $423K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.