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Sapient Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sapient Capital’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
Q3 		$467K Hold
2,229
– – 0.01% 271
2026
Q2 		$493K Hold
2,229
– – 0.01% 266
2026
Q1 		$423K Hold
2,229
– – 0.01% 292
2025
Q4 		$407K Buy
2,229
+557
+33% +$100K 0.01% 295
2025
Q3 		$295K Hold
1,672
– – ﹤0.01% 311
2025
Q2 		$264K Buy
1,672
+35
+2% +$5.21K ﹤0.01% 321
2025
Q1 		$247K Sell
1,637
-23
-1% -$3.71K ﹤0.01% 323
2024
Q4 		$273K Hold
1,660
– – 0.01% 315
2024
Q3 		$277K Hold
1,660
– – 0.01% 327
2024
Q2 		$253K Sell
1,660
-8
-0.5% -$1.22K 0.01% 310
2024
Q1 		$265K Buy
1,668
+219
+15% +$33.2K 0.01% 311
2023
Q4 		$225K Buy
+1,449
New +$201K 0.01% 352

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Sapient Capital's IWN Position: Q3 2026 in Review

Sapient Capital held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 2,229 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #271.

Sapient Capital first reported a position in IWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $493K in Q2 2026. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Sapient Capital held 2,229 shares of iShares Russell 2000 Value ETF worth $467K as of Q3 2026.
  • Sapient Capital left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #271 holding.
  • Sapient Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's iShares Russell 2000 Value ETF position peaked at $493K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.