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J. M. Brown & Associates Inc.’s iShares Russell 2000 Value ETF IWN Stock Holding History

J. M. Brown & Associates Inc.’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 		$355K Buy
+1,606
New +$336K 0.2% 129

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

J. M. Brown & Associates Inc.'s IWN Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,606 shares worth $355K. The stake represents 0.2% of the portfolio and ranks #129 among its holdings.

330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • J. M. Brown & Associates Inc. held 1,606 shares of iShares Russell 2000 Value ETF worth $355K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.2% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #129 holding.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.