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

Valley Wealth Managers’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	$11.9K	Hold	63	–	–	﹤0.01%	266
2025 Q4	$11.4K	Hold	63	–	–	﹤0.01%	279
2025 Q3	$11.1K	Hold	63	–	–	﹤0.01%	261
2025 Q2	$9.94K	Hold	63	–	–	﹤0.01%	249
2025 Q1	$9.51K	Sell	63 -3	-5%	-$485	﹤0.01%	275
2024 Q4	$10.8K	Buy	66 +3	+5%	+$512	﹤0.01%	285
2024 Q3	$10.5K	Hold	63	–	–	﹤0.01%	289
2024 Q2	$9.6K	Sell	63 -375	-86%	-$57.4K	﹤0.01%	290
2024 Q1	$69.6K	Hold	438	–	–	0.01%	205
2023 Q4	$68K	Hold	438	–	–	0.01%	209
2023 Q3	$59.4K	Hold	438	–	–	﹤0.01%	215
2023 Q2	$61.7K	Hold	438	–	–	0.01%	199
2023 Q1	$60K	Hold	438	–	–	0.01%	209
2022 Q4	$60.7K	Hold	438	–	–	0.01%	217
2022 Q3	$56K	Hold	438	–	–	0.01%	233
2022 Q2	$60K	Buy	+438	New	+$65.2K	0.01%	241

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $16.5B AUM 19.94% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Valley Wealth Managers's IWN Position: Q1 2026 in Review

Valley Wealth Managers held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 63 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Valley Wealth Managers first reported a position in IWN in Q2 2022 and has held it in 16 quarters since. The position peaked at $69.6K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Valley Wealth Managers held 63 shares of iShares Russell 2000 Value ETF worth $11.9K as of Q1 2026.
Valley Wealth Managers left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #266 holding.
Valley Wealth Managers first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's iShares Russell 2000 Value ETF position peaked at $69.6K in Q1 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.