Smith Salley Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Smith Salley Wealth 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	$309K	Hold	1,399	–	–	0.01%	234
2026 Q1	$265K	Hold	1,399	–	–	0.01%	231
2025 Q4	$254K	Hold	1,399	–	–	0.01%	240
2025 Q3	$247K	Hold	1,399	–	–	0.01%	240
2025 Q2	$221K	Hold	1,399	–	–	0.01%	246
2025 Q1	$211K	Hold	1,399	–	–	0.01%	233
2024 Q4	$230K	Hold	1,399	–	–	0.01%	227
2024 Q3	$233K	Buy	+1,399	New	+$227K	0.02%	225
2024 Q1	–	Sell	-1,399	Closed	-$217K	–	240
2023 Q4	$217K	Buy	+1,399	New	+$194K	0.01%	233
2023 Q3	–	Sell	-1,651	Closed	-$232K	–	233
2023 Q2	$232K	Buy	+1,651	New	+$223K	0.02%	214

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

Smith Salley Wealth Management's IWN Position: Q2 2026 in Review

Smith Salley Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,399 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #234.

Smith Salley Wealth Management first reported a position in IWN in Q2 2023 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Smith Salley Wealth Management held 1,399 shares of iShares Russell 2000 Value ETF worth $309K as of Q2 2026.
Smith Salley Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #234 holding.
Smith Salley Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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