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

Tradition 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 Q2	$2.78M	Sell	12,579 -9	-0.1%	-$1.88K	0.17%	123
2026 Q1	$2.39M	Buy	12,588 +110	+0.9%	+$21.3K	0.17%	124
2025 Q4	$2.26M	Hold	12,478	–	–	0.16%	125
2025 Q3	$2.21M	Sell	12,478 -29	-0.2%	-$4.9K	0.16%	124
2025 Q2	$1.97M	Sell	12,507 -49	-0.4%	-$7.3K	0.16%	127
2025 Q1	$1.9M	Buy	12,556 +4	+0%	+$646	0.17%	117
2024 Q4	$2.06M	Sell	12,552 -5	-0%	-$853	0.18%	110
2024 Q3	$2.09M	Sell	12,557 -6	-0%	-$975	0.19%	103
2024 Q2	$1.91M	Sell	12,563 -389	-3%	-$59.5K	0.18%	106
2024 Q1	$2.06M	Sell	12,952 -21,305	-62%	-$3.23M	0.21%	96
2023 Q4	$6.93M	Sell	34,257 -12	-0%	-$1.66K	0.72%	37
2023 Q3	$6.11M	Sell	34,269 -1,176	-3%	-$169K	0.73%	34
2023 Q2	$6.73M	Sell	35,445 -511	-1%	-$69.1K	0.79%	31
2023 Q1	$6.48M	Buy	35,956 +709	+2%	+$103K	0.81%	34
2022 Q4	$6.19M	Buy	35,247 +16	+0%	+$2.26K	0.87%	30
2022 Q3	$5.87M	Buy	35,231 +14	+0%	+$2.02K	0.88%	34
2022 Q2	$6M	Buy	35,217 +21,612	+159%	+$3.22M	0.87%	32
2022 Q1	$2.2M	Sell	13,605 -9	-0.1%	-$1.44K	0.28%	76
2021 Q4	$2.26M	Sell	13,614 -6,502	-32%	-$1.08M	0.28%	79
2021 Q3	$3.22M	Buy	20,116 +9,788	+95%	+$1.57M	0.46%	57
2021 Q2	$1.71M	Buy	10,328 +5,707	+124%	+$941K	0.26%	95
2021 Q1	$737K	Buy	4,621 +121	+3%	+$18.3K	0.13%	127
2020 Q4	$593K	Buy	+4,500	New	+$531K	0.12%	131

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 29.18% 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

Tradition Wealth Management's IWN Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.07% in Q2 2026, selling an estimated $1.88K and leaving 12,579 shares worth $2.78M. The position accounts for 0.17% of the portfolio, ranked #123.

Tradition Wealth Management first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.93M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Tradition Wealth Management held 12,579 shares of iShares Russell 2000 Value ETF worth $2.78M as of Q2 2026.
Tradition Wealth Management sold 9 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.88K.
iShares Russell 2000 Value ETF made up 0.17% of Tradition Wealth Management's portfolio in Q2 2026, its #123 holding.
Tradition Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's iShares Russell 2000 Value ETF position peaked at $6.93M in Q4 2023.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.