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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
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
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 $18.1B AUM 24.63% 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

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

Tradition Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.88% in Q1 2026, buying an estimated $21.3K and bringing the position to 12,588 shares worth $2.39M. The position accounts for 0.17% of the portfolio, ranked #124.

Tradition Wealth Management first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.93M in Q4 2023. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Tradition Wealth Management held 12,588 shares of iShares Russell 2000 Value ETF worth $2.39M as of Q1 2026.
  • Tradition Wealth Management bought 110 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $21.3K.
  • iShares Russell 2000 Value ETF made up 0.17% of Tradition Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Tradition Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares Russell 2000 Value ETF position peaked at $6.93M in Q4 2023.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.