Smartleaf Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Smartleaf Asset 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	$1.67M	Hold	7,566	–	–	0.05%	304
2026 Q1	$1.4M	Buy	7,566 +1,843	+32%	+$357K	0.05%	328
2025 Q4	$1.05M	Buy	5,723 +1,306	+30%	+$235K	0.04%	370
2025 Q3	$780K	Buy	4,417 +962	+28%	+$162K	0.05%	372
2025 Q2	$545K	Buy	3,455 +1,971	+133%	+$294K	0.05%	360
2025 Q1	$224K	Buy	1,484 +1,155	+351%	+$187K	0.02%	532
2024 Q4	$53.9K	Hold	329	–	–	0.01%	1147
2024 Q3	$54.8K	Buy	329 +201	+157%	+$32.7K	0.01%	886
2024 Q2	$19.3K	Buy	128 +28	+28%	+$4.28K	﹤0.01%	1050
2024 Q1	$15.8K	Hold	100	–	–	﹤0.01%	901
2023 Q4	$15.8K	Buy	+100	New	+$13.9K	﹤0.01%	706

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 29.18% 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

Smartleaf Asset Management's IWN Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 7,566 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #304.

Smartleaf Asset Management first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Smartleaf Asset Management held 7,566 shares of iShares Russell 2000 Value ETF worth $1.67M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #304 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.