Salomon & Ludwin’s iShares Russell 2000 Value ETF IWN Stock Holding History

Salomon & Ludwin’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	$36.6K	Sell	165 -6	-4%	-$1.26K	﹤0.01%	713
2026 Q1	$32.9K	Sell	171 -28	-14%	-$5.42K	﹤0.01%	724
2025 Q4	$36.9K	Sell	199 -2	-1%	-$359	﹤0.01%	509
2025 Q3	$36.1K	Sell	201 -8	-4%	-$1.35K	﹤0.01%	488
2025 Q2	$34.2K	Sell	209 -5	-2%	-$745	﹤0.01%	308
2025 Q1	$32.3K	Hold	214	–	–	﹤0.01%	301
2024 Q4	$35.1K	Hold	214	–	–	﹤0.01%	286
2024 Q3	$35.7K	Hold	214	–	–	﹤0.01%	294
2024 Q2	$32.6K	Hold	214	–	–	﹤0.01%	302
2024 Q1	$34K	Sell	214 -22	-9%	-$3.33K	﹤0.01%	404
2023 Q4	$32K	Hold	236	–	–	﹤0.01%	361
2023 Q3	$32K	Buy	+236	New	+$33.8K	﹤0.01%	361

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

Salomon & Ludwin's IWN Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q2 2026, selling an estimated $1.26K and leaving 165 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Salomon & Ludwin first reported a position in IWN in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.9K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Salomon & Ludwin held 165 shares of iShares Russell 2000 Value ETF worth $36.6K as of Q2 2026.
Salomon & Ludwin sold 6 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #713 holding.
Salomon & Ludwin first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Russell 2000 Value ETF position peaked at $36.9K in Q4 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.