Romano Brothers & Co’s iShares Russell 2000 Value ETF IWN Stock Holding History

Romano Brothers & Co’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	$327K	Hold	1,478	–	–	0.03%	288
2026 Q1	$280K	Sell	1,478 -24	-2%	-$4.65K	0.03%	291
2025 Q4	$272K	Buy	1,502 +84	+6%	+$15.1K	0.03%	286
2025 Q3	$251K	Hold	1,418	–	–	0.03%	299
2025 Q2	$224K	Hold	1,418	–	–	0.03%	294
2025 Q1	$214K	Buy	1,418 +15	+1%	+$2.42K	0.03%	296
2024 Q4	$230K	Hold	1,403	–	–	0.03%	280
2024 Q3	$234K	Hold	1,403	–	–	0.03%	288
2024 Q2	$214K	Hold	1,403	–	–	0.03%	290
2024 Q1	$223K	Hold	1,403	–	–	0.03%	293
2023 Q4	$218K	Buy	+1,403	New	+$194K	0.03%	287
2023 Q1	–	Sell	-1,443	Closed	-$200K	–	625
2022 Q4	$200K	Buy	+1,443	New	+$204K	0.03%	297

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 29.2% 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

Romano Brothers & Co's IWN Position: Q2 2026 in Review

Romano Brothers & Co held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,478 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #288.

Romano Brothers & Co first reported a position in IWN in Q4 2022 and has held it in 12 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Romano Brothers & Co held 1,478 shares of iShares Russell 2000 Value ETF worth $327K as of Q2 2026.
Romano Brothers & Co left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #288 holding.
Romano Brothers & Co first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 12 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.