TBH Global Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

TBH Global Asset 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	–	Sell	-1,351	Closed	-$256K	–	275
2026 Q1	$256K	Buy	+1,351	New	+$262K	0.05%	239
2024 Q2	–	Sell	-1,622	Closed	-$258K	–	232
2024 Q1	$258K	Sell	1,622 -41	-2%	-$6.21K	0.05%	232
2023 Q4	$258K	Buy	+1,663	New	+$230K	0.05%	217
2021 Q2	–	Sell	-1,458	Closed	-$233K	–	190
2021 Q1	$233K	Buy	+1,458	New	+$220K	0.06%	180
2020 Q4	–	Sell	-2,901	Closed	-$288K	–	180
2020 Q3	$288K	Hold	2,901	–	–	0.1%	136
2020 Q2	$283K	Hold	2,901	–	–	0.11%	128
2020 Q1	$238K	Hold	2,901	–	–	0.1%	137
2019 Q4	$373K	Buy	+2,901	New	+$359K	0.11%	124

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

TBH Global Asset Management's IWN Position: Q2 2026 in Review

TBH Global Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,351 shares — an estimated $256K sold.

TBH Global Asset Management first reported a position in IWN in Q4 2019 and held it in 8 quarters. The position peaked at $373K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

TBH Global Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
TBH Global Asset Management sold 1,351 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $256K.
TBH Global Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 8 quarters.
TBH Global Asset Management's iShares Russell 2000 Value ETF position peaked at $373K in Q4 2019.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.