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 Q3	$13.2K	Hold	63	–	–	﹤0.01%	278
2026 Q2	$13.9K	Hold	63	–	–	﹤0.01%	270
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	$9.9K	Hold	63	–	–	﹤0.01%	249
2025 Q1	$9.5K	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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return

Valley Wealth Managers's IWN Position: Q3 2026 in Review

Valley Wealth Managers held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 63 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Valley Wealth Managers first reported a position in IWN in Q2 2022 and has held it in 18 quarters since. The position peaked at $69.6K in Q1 2024. 306 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Valley Wealth Managers held 63 shares of iShares Russell 2000 Value ETF worth $13.2K as of Q3 2026.
Valley Wealth Managers left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #278 holding.
Valley Wealth Managers first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's iShares Russell 2000 Value ETF position peaked at $69.6K in Q1 2024.
306 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.