Sanders Morris Harris’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sanders Morris Harris’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	–	Sell	-14,200	Closed	-$2.69M	–	173
2026 Q1	$2.69M	Buy	+14,200	New	+$2.75M	0.43%	51
2025 Q4	–	Sell	-1,200	Closed	-$212K	–	160
2025 Q3	$212K	Buy	+1,200	New	+$203K	0.03%	268
2025 Q2	–	Sell	-31,702	Closed	-$4.79M	–	229
2025 Q1	$4.79M	Buy	31,702 +147	+0.5%	+$23.7K	0.74%	21
2024 Q4	$5.18M	Buy	+31,555	New	+$5.39M	0.77%	23
2024 Q3	–	Sell	-38,183	Closed	-$5.82M	–	296
2024 Q2	$5.82M	Buy	+38,183	New	+$5.84M	0.95%	19
2016 Q2	–	Sell	-4,181	Closed	-$390K	–	289
2016 Q1	$390K	Buy	+4,181	New	+$363K	0.07%	216

Other funds holding IWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Sanders Morris Harris's IWN Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 14,200 shares — an estimated $2.69M sold.

Sanders Morris Harris first reported a position in IWN in Q1 2016 and held it in 6 quarters. The position peaked at $5.82M in Q2 2024. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 14,200 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.69M.
Sanders Morris Harris first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and held it in 6 quarters.
Sanders Morris Harris's iShares Russell 2000 Value ETF position peaked at $5.82M in Q2 2024.
183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.