Squire Investment Management Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

Squire Investment Management Company’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	$2.25M	Buy	10,189 +37	+0.4%	+$7.75K	0.54%	28
2026 Q1	$1.92M	Buy	10,152 +1,319	+15%	+$255K	0.54%	28
2025 Q4	$1.6M	Buy	8,833 +617	+8%	+$111K	0.48%	29
2025 Q3	$1.45M	Hold	8,216	–	–	0.47%	31
2025 Q2	$1.3M	Hold	8,216	–	–	0.48%	29
2025 Q1	$1.24M	Buy	8,216 +2,510	+44%	+$405K	0.52%	30
2024 Q4	$937K	Buy	5,706 +320	+6%	+$54.6K	0.41%	32
2024 Q3	$898K	Buy	5,386 +487	+10%	+$79.1K	0.43%	31
2024 Q2	$746K	Buy	4,899 +263	+6%	+$40.2K	0.42%	32
2024 Q1	$736K	Buy	4,636 +200	+5%	+$30.3K	0.46%	31
2023 Q4	$689K	Buy	+4,436	New	+$614K	0.56%	29

Other funds holding IWN

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 29.2% 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

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

Squire Investment Management Company's IWN Position: Q2 2026 in Review

Squire Investment Management Company increased its iShares Russell 2000 Value ETF (IWN) stake by 0.36% in Q2 2026, buying an estimated $7.75K and bringing the position to 10,189 shares worth $2.25M. The position accounts for 0.54% of the portfolio, ranked #28.

Squire Investment Management Company first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Squire Investment Management Company held 10,189 shares of iShares Russell 2000 Value ETF worth $2.25M as of Q2 2026.
Squire Investment Management Company bought 37 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.75K.
iShares Russell 2000 Value ETF made up 0.54% of Squire Investment Management Company's portfolio in Q2 2026, its #28 holding.
Squire Investment Management Company first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.