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Topsail Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Topsail Wealth 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
Q1 		$156K Hold
823
– – 0.02% 175
2025
Q4 		$149K Hold
823
– – 0.02% 169
2025
Q3 		$146K Hold
823
– – 0.02% 165
2025
Q2 		$130K Hold
823
– – 0.02% 160
2025
Q1 		$124K Buy
823
+300
+57% +$48.5K 0.03% 149
2024
Q4 		$85.9K Buy
+523
New +$89.3K 0.02% 145

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Topsail Wealth Management's IWN Position: Q1 2026 in Review

Topsail Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 823 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #175.

Topsail Wealth Management first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Topsail Wealth Management held 823 shares of iShares Russell 2000 Value ETF worth $156K as of Q1 2026.
  • Topsail Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of Topsail Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Topsail Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.