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

SkyOak Wealth’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 		$2.29M Buy
12,069
+48
+0.4% +$9.29K 0.42% 58
2025
Q4 		$2.18M Sell
12,021
-59
-0.5% -$10.6K 0.39% 59
2025
Q3 		$2.14M Buy
12,080
+323
+3% +$54.5K 0.4% 58
2025
Q2 		$1.85M Sell
11,757
-114
-1% -$17K 0.37% 62
2025
Q1 		$1.79M Sell
11,871
-612
-5% -$98.9K 0.39% 59
2024
Q4 		$2.05M Sell
12,483
-125
-1% -$21.3K 0.44% 59
2024
Q3 		$2.1M Hold
12,608
– – 0.47% 57
2024
Q2 		$1.92M Buy
12,608
+1,265
+11% +$193K 0.45% 57
2024
Q1 		$1.8M Sell
11,343
-805
-7% -$122K 0.43% 57
2023
Q4 		$1.89M Buy
12,148
+1,287
+12% +$178K 0.49% 53
2023
Q3 		$1.47M Buy
10,861
+161
+2% +$23.1K 0.43% 57
2023
Q2 		$1.51M Buy
10,700
+409
+4% +$55.3K 0.43% 56
2023
Q1 		$1.41M Sell
10,291
-48
-0.5% -$6.96K 0.43% 55
2022
Q4 		$1.43M Buy
10,339
+800
+8% +$113K 0.48% 53
2022
Q3 		$1.23M Buy
9,539
+165
+2% +$23.8K 0.44% 57
2022
Q2 		$1.28M Hold
9,374
– – 0.44% 61
2022
Q1 		$1.51M Buy
+9,374
New +$1.49M 0.42% 64

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 $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SkyOak Wealth's IWN Position: Q1 2026 in Review

SkyOak Wealth increased its iShares Russell 2000 Value ETF (IWN) stake by 0.4% in Q1 2026, buying an estimated $9.29K and bringing the position to 12,069 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #58.

SkyOak Wealth first reported a position in IWN in Q1 2022 and has held it in 17 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • SkyOak Wealth held 12,069 shares of iShares Russell 2000 Value ETF worth $2.29M as of Q1 2026.
  • SkyOak Wealth bought 48 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $9.29K.
  • iShares Russell 2000 Value ETF made up 0.42% of SkyOak Wealth's portfolio in Q1 2026, its #58 holding.
  • SkyOak Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.