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

Traveka 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 		$304K Hold
1,374
– – 0.1% 136
2026
Q1 		$260K Hold
1,374
– – 0.1% 146
2025
Q4 		$249K Buy
+1,374
New +$247K 0.1% 153

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Traveka Wealth's IWN Position: Q2 2026 in Review

Traveka Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,374 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #136.

Traveka Wealth first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Traveka Wealth held 1,374 shares of iShares Russell 2000 Value ETF worth $304K as of Q2 2026.
  • Traveka Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.1% of Traveka Wealth's portfolio in Q2 2026, its #136 holding.
  • Traveka Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.