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Timonier Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History

Timonier Family Office’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 		$211K Buy
+952
New +$199K 0.06% 56
2025
Q4 		$219K Hold
1,207
– – 0.07% 56
2025
Q3 		$213K Buy
+1,207
New +$204K 0.07% 57

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Timonier Family Office's IWN Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 952 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #56 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in IWN as recently as Q4 2025.

Timonier Family Office first reported a position in IWN in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 562 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Timonier Family Office held 952 shares of iShares Russell 2000 Value ETF worth $211K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Timonier Family Office position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Timonier Family Office's portfolio in Q2 2026, its #56 holding.
  • Timonier Family Office first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Timonier Family Office's iShares Russell 2000 Value ETF position peaked at $219K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.