Sittner & Nelson’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sittner & Nelson’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	$22.3K	Hold	101	–	–	0.01%	371
2026 Q1	$19.1K	Hold	101	–	–	0.01%	388
2025 Q4	$20.2K	Hold	101	–	–	0.01%	348
2025 Q3	$17.9K	Sell	101 -50	-33%	-$8.44K	0.01%	329
2025 Q2	$23.8K	Hold	151	–	–	0.01%	309
2025 Q1	$22.8K	Hold	151	–	–	0.01%	304
2024 Q4	$24.8K	Hold	151	–	–	0.01%	279
2024 Q3	$25.2K	Hold	151	–	–	0.01%	276
2024 Q2	$23K	Hold	151	–	–	0.01%	270
2024 Q1	$24K	Hold	151	–	–	0.01%	264
2023 Q4	$23.5K	Hold	151	–	–	0.01%	269
2023 Q3	$20.5K	Hold	151	–	–	0.01%	274
2023 Q2	$21.3K	Hold	151	–	–	0.01%	273
2023 Q1	$20.7K	Hold	151	–	–	0.01%	290
2022 Q4	$20.9K	Hold	151	–	–	0.01%	276
2022 Q3	$19K	Hold	151	–	–	0.01%	273
2022 Q2	$21K	Hold	151	–	–	0.01%	282
2022 Q1	$24K	Hold	151	–	–	0.01%	259
2021 Q4	$25K	Hold	151	–	–	0.01%	254
2021 Q3	$24K	Hold	151	–	–	0.02%	247
2021 Q2	$25K	Buy	+151	New	+$24.9K	0.02%	229

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

Sittner & Nelson's IWN Position: Q2 2026 in Review

Sittner & Nelson held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 101 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #371.

Sittner & Nelson first reported a position in IWN in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.2K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sittner & Nelson held 101 shares of iShares Russell 2000 Value ETF worth $22.3K as of Q2 2026.
Sittner & Nelson left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #371 holding.
Sittner & Nelson first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 21 quarters since.
Sittner & Nelson's iShares Russell 2000 Value ETF position peaked at $25.2K in Q3 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.