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Valley Forge Investment Consultants’s iShares Russell 2000 Value ETF IWN Stock Holding History

Valley Forge Investment Consultants’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 		$498K Hold
2,249
– – 0.13% 51
2026
Q1 		$426K Hold
2,249
– – 0.13% 52
2025
Q4 		$408K Hold
2,249
– – 0.12% 53
2025
Q3 		$398K Hold
2,249
– – 0.12% 58
2025
Q2 		$355K Buy
2,249
+10
+0.4% +$1.49K 0.11% 59
2025
Q1 		$338K Buy
2,239
+7
+0.3% +$1.13K 0.12% 55
2024
Q4 		$366K Buy
2,232
+11
+0.5% +$1.88K 0.13% 62
2024
Q3 		$370K Buy
2,221
+12
+0.5% +$1.95K 0.13% 56
2024
Q2 		$336K Buy
2,209
+10
+0.5% +$1.53K 0.13% 60
2024
Q1 		$349K Buy
2,199
+8
+0.4% +$1.21K 0.14% 56
2023
Q4 		$340K Buy
2,191
+27
+1% +$3.74K 0.15% 51
2023
Q3 		$293K Hold
2,164
– – 0.13% 55
2023
Q2 		$305K Buy
2,164
+10
+0.5% +$1.35K 0.15% 47
2023
Q1 		$295K Buy
2,154
+11
+0.5% +$1.59K 0.15% 48
2022
Q4 		$297K Hold
2,143
– – 0.16% 52
2022
Q3 		$276K Hold
2,143
– – 0.15% 55
2022
Q2 		$292K Hold
2,143
– – 0.15% 53
2022
Q1 		$346K Hold
2,143
– – 0.14% 55
2021
Q4 		$356K Hold
2,143
– – 0.16% 50
2021
Q3 		$343K Hold
2,143
– – 0.18% 50
2021
Q2 		$355K Hold
2,143
– – 0.19% 51
2021
Q1 		$342K Hold
2,143
– – 0.23% 48
2020
Q4 		$282K Buy
+2,143
New +$253K 0.25% 50

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Valley Forge Investment Consultants's IWN Position: Q2 2026 in Review

Valley Forge Investment Consultants held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,249 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #51.

Valley Forge Investment Consultants first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 699 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Valley Forge Investment Consultants held 2,249 shares of iShares Russell 2000 Value ETF worth $498K as of Q2 2026.
  • Valley Forge Investment Consultants left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.13% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #51 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 699 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.