SIM
IWN icon

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

Synergy Investment 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 		$665 Buy
+3
New +$628 ﹤0.01% 1011
2025
Q1 		– Sell
-475
Closed -$78K – 630
2024
Q4 		$78K Buy
+475
New +$81.1K 0.03% 193

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 22.9% 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 29.18% 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

Synergy Investment Management's IWN Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 3 shares worth $665. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IWN as recently as Q4 2024.

Synergy Investment Management first reported a position in IWN in Q4 2024 and has held it in 2 quarters since. The position peaked at $78K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Synergy Investment Management held 3 shares of iShares Russell 2000 Value ETF worth $665 as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Synergy Investment Management position in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1011 holding.
  • Synergy Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Synergy Investment Management's iShares Russell 2000 Value ETF position peaked at $78K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.