Schneider Downs Wealth Management Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Schneider Downs Wealth Management Advisors’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	$242K	Hold	1,092	–	–	0.02%	154
2026 Q1	$207K	Buy	+1,092	New	+$211K	0.02%	150
2020 Q2	–	Sell	-5,799	Closed	-$476K	–	97
2020 Q1	$476K	Sell	5,799 -2,525	-30%	-$283K	0.17%	46
2019 Q4	$1.07M	Buy	8,324 +1,053	+14%	+$130K	0.32%	29
2019 Q3	$868K	Hold	7,271	–	–	0.27%	31
2019 Q2	$876K	Sell	7,271 -809	-10%	-$97.7K	0.31%	30
2019 Q1	$969K	Sell	8,080 -2,971	-27%	-$355K	0.37%	24
2018 Q4	$1.19M	Buy	+11,051	New	+$1.33M	0.51%	18

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

Schneider Downs Wealth Management Advisors's IWN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,092 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #154.

Schneider Downs Wealth Management Advisors first reported a position in IWN in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,092 shares of iShares Russell 2000 Value ETF worth $242K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #154 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 8 quarters since.
Schneider Downs Wealth Management Advisors's iShares Russell 2000 Value ETF position peaked at $1.19M in Q4 2018.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.