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

Towerpoint Wealth’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 		$2.67M Sell
12,080
-129
-1% -$27K 0.92% 25
2026
Q1 		$2.31M Buy
12,209
+1
+0% +$194 0.93% 25
2025
Q4 		$2.21M Sell
12,208
-26
-0.2% -$4.67K 0.88% 24
2025
Q3 		$2.16M Buy
12,234
+22
+0.2% +$3.71K 0.89% 24
2025
Q2 		$1.93M Buy
12,212
+753
+7% +$112K 0.85% 25
2025
Q1 		$1.73M Sell
11,459
-249
-2% -$40.2K 0.86% 23
2024
Q4 		$1.92M Buy
11,708
+21
+0.2% +$3.58K 0.94% 22
2024
Q3 		$1.95M Sell
11,687
-130
-1% -$21.1K 0.92% 23
2024
Q2 		$1.8M Buy
11,817
+8
+0.1% +$1.22K 0.9% 23
2024
Q1 		$1.88M Sell
11,809
-283
-2% -$42.9K 0.94% 22
2023
Q4 		$1.88M Sell
12,092
-164
-1% -$22.7K 1.02% 22
2023
Q3 		$1.66M Sell
12,256
-750
-6% -$108K 0.99% 22
2023
Q2 		$1.83M Sell
13,006
-129
-1% -$17.4K 1.03% 23
2023
Q1 		$1.8M Sell
13,135
-668
-5% -$96.8K 1.03% 21
2022
Q4 		$1.91M Sell
13,803
-1,384
-9% -$195K 1.1% 23
2022
Q3 		$1.96M Sell
15,187
-1,288
-8% -$186K 1.18% 21
2022
Q2 		$2.24M Sell
16,475
-3,381
-17% -$503K 1.34% 20
2022
Q1 		$3.21M Sell
19,856
-2,530
-11% -$403K 1.59% 18
2021
Q4 		$3.72M Sell
22,386
-1,976
-8% -$329K 1.76% 17
2021
Q3 		$3.9M Sell
24,362
-1,361
-5% -$219K 1.94% 15
2021
Q2 		$4.26M Sell
25,723
-2,179
-8% -$359K 2.12% 15
2021
Q1 		$4.45M Sell
27,902
-1,086
-4% -$164K 2.13% 15
2020
Q4 		$3.82M Buy
28,988
+3,796
+15% +$448K 1.91% 16
2020
Q3 		$2.5M Sell
25,192
-3,637
-13% -$369K 1.39% 21
2020
Q2 		$2.81M Sell
28,829
-60
-0.2% -$5.46K 1.75% 19
2020
Q1 		$2.37M Buy
28,889
+25,814
+839% +$2.9M 1.88% 20
2019
Q4 		$395K Sell
3,075
-100
-3% -$12.4K 0.26% 36
2019
Q3 		$379K Sell
3,175
-45
-1% -$5.32K 0.26% 35
2019
Q2 		$389K Hold
3,220
– – 0.27% 33
2019
Q1 		$386K Hold
3,220
– – 0.27% 35
2018
Q4 		$346K Sell
3,220
-285
-8% -$34.3K 0.28% 32
2018
Q3 		$466K Hold
3,505
– – 0.39% 23
2018
Q2 		$462K Sell
3,505
-255
-7% -$32.9K 0.43% 24
2018
Q1 		$458K Hold
3,760
– – 0.51% 25
2017
Q4 		$473K Buy
+3,760
New +$470K 0.63% 22

Other funds holding IWN

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
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
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Towerpoint Wealth's IWN Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q2 2026, selling an estimated $27K and leaving 12,080 shares worth $2.67M. The position accounts for 0.92% of the portfolio, ranked #25.

Towerpoint Wealth first reported a position in IWN in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.45M in Q1 2021. 235 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Towerpoint Wealth held 12,080 shares of iShares Russell 2000 Value ETF worth $2.67M as of Q2 2026.
  • Towerpoint Wealth sold 129 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $27K.
  • iShares Russell 2000 Value ETF made up 0.92% of Towerpoint Wealth's portfolio in Q2 2026, its #25 holding.
  • Towerpoint Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's iShares Russell 2000 Value ETF position peaked at $4.45M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.