Robinswood Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Robinswood Financial’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	$7.65K	Hold	34	–	–	﹤0.01%	311
2026 Q1	$6.56K	Hold	34	–	–	﹤0.01%	307
2025 Q4	$6.27K	Hold	34	–	–	﹤0.01%	291
2025 Q3	$6.12K	Hold	34	–	–	﹤0.01%	287
2025 Q2	$5.43K	Hold	34	–	–	﹤0.01%	295
2025 Q1	$5.18K	Hold	34	–	–	﹤0.01%	290
2024 Q4	$5.61K	Sell	34 -570	-94%	-$97.3K	﹤0.01%	240
2024 Q3	$101K	Buy	604 +2	+0.3%	+$325	0.04%	94
2024 Q2	$91.8K	Buy	602 +35	+6%	+$5.35K	0.04%	97
2024 Q1	$89.2K	Buy	567 +1	+0.2%	+$151	0.04%	74
2023 Q4	$88.1K	Buy	566 +5	+0.9%	+$693	0.04%	73
2023 Q3	$76.1K	Hold	561	–	–	0.04%	73
2023 Q2	$79.1K	Buy	+561	New	+$75.9K	0.04%	69

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 22.9% 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

Robinswood Financial's IWN Position: Q2 2026 in Review

Robinswood Financial held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 34 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Robinswood Financial first reported a position in IWN in Q2 2023 and has held it in 13 quarters since. The position peaked at $101K in Q3 2024. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Robinswood Financial held 34 shares of iShares Russell 2000 Value ETF worth $7.65K as of Q2 2026.
Robinswood Financial left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #311 holding.
Robinswood Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares Russell 2000 Value ETF position peaked at $101K in Q3 2024.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.