SIS
IWN icon

Sound Income Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sound Income Strategies’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 		– Sell
-8
Closed -$1.52K – 1438
2026
Q1 		$1.52K Hold
8
– – ﹤0.01% 2217
2025
Q4 		$1.55K Hold
8
– – ﹤0.01% 2198
2025
Q3 		$1.41K Sell
8
-3
-27% -$506 ﹤0.01% 1395
2025
Q2 		$1.73K Sell
11
-199
-95% -$29.6K ﹤0.01% 1284
2025
Q1 		$31.7K Hold
210
– – ﹤0.01% 613
2024
Q4 		$34.5K Buy
210
+8
+4% +$1.36K ﹤0.01% 557
2024
Q3 		$33.8K Sell
202
-18
-8% -$2.92K ﹤0.01% 530
2024
Q2 		$33.6K Buy
220
+18
+9% +$2.75K ﹤0.01% 520
2024
Q1 		$32.2K Sell
202
-58
-22% -$8.78K ﹤0.01% 502
2023
Q4 		$40.5K Buy
260
+58
+29% +$8.03K ﹤0.01% 448
2023
Q3 		$27.4K Hold
202
– – ﹤0.01% 390
2023
Q2 		$28.4K Sell
202
-17
-8% -$2.3K ﹤0.01% 373
2023
Q1 		$30K Buy
219
+17
+8% +$2.46K ﹤0.01% 358
2022
Q4 		$28K Hold
202
– – ﹤0.01% 346
2022
Q3 		$26K Buy
+202
New +$29.2K ﹤0.01% 320
2022
Q1 		– Sell
-8
Closed -$1K – 904
2021
Q4 		$1K Hold
8
– – ﹤0.01% 782
2021
Q3 		$1K Hold
8
– – ﹤0.01% 757
2021
Q2 		$1K Hold
8
– – ﹤0.01% 794
2021
Q1 		$1.28K Buy
+8
New +$1.21K ﹤0.01% 811

Other funds holding IWN

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 29.2% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Sound Income Strategies's IWN Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 8 shares — an estimated $1.52K sold.

Sound Income Strategies first reported a position in IWN in Q1 2021 and held it in 19 quarters. The position peaked at $40.5K in Q4 2023. 860 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 8 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.52K.
  • Sound Income Strategies first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 19 quarters.
  • Sound Income Strategies's iShares Russell 2000 Value ETF position peaked at $40.5K in Q4 2023.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.