Strategic Equity Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Strategic Equity 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	$16.2M	Buy	73,135 +4,582	+7%	+$959K	5.43%	7
2026 Q1	$13M	Buy	+68,553	New	+$13.3M	4.89%	8
2024 Q1	–	Sell	-23,456	Closed	-$3.64M	–	38
2023 Q4	$3.64M	Sell	23,456 -25,045	-52%	-$3.47M	4.1%	10
2023 Q3	$6.57M	Buy	+48,501	New	+$6.95M	2.48%	11
2022 Q4	–	Sell	-75,343	Closed	-$9.71M	–	38
2022 Q3	$9.71M	Buy	+75,343	New	+$10.9M	4.02%	9
2021 Q4	–	Sell	-131,422	Closed	-$21.1M	–	48
2021 Q3	$21.1M	Buy	131,422 +3,686	+3%	+$592K	7.05%	4
2021 Q2	$21.2M	Buy	+127,736	New	+$21.1M	7.25%	4

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 29.2% 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

Strategic Equity Management's IWN Position: Q2 2026 in Review

Strategic Equity Management increased its iShares Russell 2000 Value ETF (IWN) stake by 6.7% in Q2 2026, buying an estimated $959K and bringing the position to 73,135 shares worth $16.2M. The position accounts for 5.43% of the portfolio, ranked #7.

Strategic Equity Management first reported a position in IWN in Q2 2021 and has held it in 7 quarters since. The position peaked at $21.2M in Q2 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Strategic Equity Management held 73,135 shares of iShares Russell 2000 Value ETF worth $16.2M as of Q2 2026.
Strategic Equity Management bought 4,582 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $959K.
iShares Russell 2000 Value ETF made up 5.43% of Strategic Equity Management's portfolio in Q2 2026, its #7 holding.
Strategic Equity Management first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 7 quarters since.
Strategic Equity Management's iShares Russell 2000 Value ETF position peaked at $21.2M in Q2 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.