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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
Q2 		$2.33M Sell
10,538
-1,531
-13% -$320K 0.38% 59
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

SkyOak Wealth's IWN Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 13% in Q2 2026, selling an estimated $320K and leaving 10,538 shares worth $2.33M. The position accounts for 0.38% of the portfolio, ranked #59.

SkyOak Wealth first reported a position in IWN in Q1 2022 and has held it in 18 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • SkyOak Wealth held 10,538 shares of iShares Russell 2000 Value ETF worth $2.33M as of Q2 2026.
  • SkyOak Wealth sold 1,531 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $320K.
  • iShares Russell 2000 Value ETF made up 0.38% of SkyOak Wealth's portfolio in Q2 2026, its #59 holding.
  • SkyOak Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.