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SHP Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

SHP Wealth 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
Q1 		$79.2K Buy
418
+13
+3% +$2.52K 0.01% 422
2025
Q4 		$73.4K Buy
+405
New +$72.8K 0.01% 407

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

SHP Wealth Management's IWN Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q1 2026, buying an estimated $2.52K and bringing the position to 418 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #422.

SHP Wealth Management first reported a position in IWN in Q4 2025 and has held it in 2 quarters since. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • SHP Wealth Management held 418 shares of iShares Russell 2000 Value ETF worth $79.2K as of Q1 2026.
  • SHP Wealth Management bought 13 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.52K.
  • iShares Russell 2000 Value ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #422 holding.
  • SHP Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.