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

Spire 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 		$572K Sell
2,587
-54
-2% -$11.3K 0.02% 525
2026
Q1 		$501K Buy
2,641
+168
+7% +$32.5K 0.02% 541
2025
Q4 		$448K Sell
2,473
-189
-7% -$34K 0.02% 567
2025
Q3 		$471K Buy
2,662
+366
+16% +$61.8K 0.02% 545
2025
Q2 		$362K Sell
2,296
-478
-17% -$71.2K 0.01% 590
2025
Q1 		$419K Sell
2,774
-20
-0.7% -$3.23K 0.01% 624
2024
Q4 		$459K Sell
2,794
-103
-4% -$17.6K 0.01% 567
2024
Q3 		$483K Buy
2,897
+192
+7% +$31.2K 0.02% 521
2024
Q2 		$412K Sell
2,705
-588
-18% -$89.9K 0.01% 531
2024
Q1 		$523K Sell
3,293
-184
-5% -$27.9K 0.01% 502
2023
Q4 		$516K Hold
3,477
– – 0.02% 504
2023
Q3 		$471K Buy
3,477
+92
+3% +$13.2K 0.02% 486
2023
Q2 		$477K Sell
3,385
-660
-16% -$89.2K 0.02% 497
2023
Q1 		$554K Buy
4,045
+518
+15% +$75.1K 0.02% 468
2022
Q4 		$489K Buy
3,527
+271
+8% +$38.3K 0.03% 364
2022
Q3 		$420K Sell
3,256
-914
-22% -$132K 0.03% 363
2022
Q2 		$568K Sell
4,170
-211
-5% -$31.4K 0.02% 437
2022
Q1 		$707K Sell
4,381
-742
-14% -$118K 0.02% 475
2021
Q4 		$851K Buy
5,123
+849
+20% +$141K 0.02% 517
2021
Q3 		$685K Buy
4,274
+35
+0.8% +$5.62K 0.02% 507
2021
Q2 		$703K Sell
4,239
-765
-15% -$126K 0.02% 518
2021
Q1 		$799K Buy
+5,004
New +$756K 0.02% 516

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 29.2% 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

Spire Wealth Management's IWN Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2% in Q2 2026, selling an estimated $11.3K and leaving 2,587 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #525.

Spire Wealth Management first reported a position in IWN in Q1 2021 and has held it in 22 quarters since. The position peaked at $851K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Spire Wealth Management held 2,587 shares of iShares Russell 2000 Value ETF worth $572K as of Q2 2026.
  • Spire Wealth Management sold 54 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Russell 2000 Value ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Spire Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell 2000 Value ETF position peaked at $851K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.