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

Schnieders Capital Management’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	$243K	Hold	1,100	–	–	0.03%	220
2026 Q1	$209K	Buy	+1,100	New	+$213K	0.03%	201
2022 Q1	–	Sell	-1,220	Closed	-$203K	–	210
2021 Q4	$203K	Buy	+1,220	New	+$203K	0.05%	198
2021 Q3	–	Sell	-1,220	Closed	-$202K	–	191
2021 Q2	$202K	Buy	+1,220	New	+$201K	0.06%	182

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

Schnieders Capital Management's IWN Position: Q2 2026 in Review

Schnieders Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,100 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #220.

Schnieders Capital Management first reported a position in IWN in Q2 2021 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Schnieders Capital Management held 1,100 shares of iShares Russell 2000 Value ETF worth $243K as of Q2 2026.
Schnieders Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of Schnieders Capital Management's portfolio in Q2 2026, its #220 holding.
Schnieders Capital Management first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 4 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.