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

Smallwood Wealth Investment 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 		$146K Hold
658
– – 0.06% 112
2026
Q1 		$125K Hold
658
– – 0.07% 109
2025
Q4 		$119K Hold
658
– – 0.06% 111
2025
Q3 		$117K Hold
658
– – 0.06% 118
2025
Q2 		$104K Hold
658
– – 0.06% 116
2025
Q1 		$99.5K Buy
+658
New +$106K 0.06% 115

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Smallwood Wealth Investment Management's IWN Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 658 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #112.

Smallwood Wealth Investment Management first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Smallwood Wealth Investment Management held 658 shares of iShares Russell 2000 Value ETF worth $146K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #112 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.