VC
IWN icon

Veery Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Veery Capital’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 		$1.7M Sell
7,702
-44
-0.6% -$9.21K 0.46% 24
2026
Q1 		$1.47M Buy
7,746
+10
+0.1% +$1.94K 0.45% 25
2025
Q4 		$1.4M Buy
7,736
+80
+1% +$14.4K 0.43% 28
2025
Q3 		$1.35M Buy
7,656
+179
+2% +$30.2K 0.43% 28
2025
Q2 		$1.18M Buy
7,477
+233
+3% +$34.7K 0.41% 28
2025
Q1 		$1.09M Sell
7,244
-169
-2% -$27.3K 0.43% 27
2024
Q4 		$1.22M Buy
7,413
+128
+2% +$21.8K 0.47% 26
2024
Q3 		$1.22M Sell
7,285
-511
-7% -$83K 0.46% 28
2024
Q2 		$1.19M Buy
7,796
+372
+5% +$56.9K 0.48% 27
2024
Q1 		$1.18M Buy
7,424
+437
+6% +$66.2K 0.48% 27
2023
Q4 		$1.09M Sell
6,987
-755
-10% -$105K 0.49% 29
2023
Q3 		$1.05M Sell
7,742
-707
-8% -$101K 0.51% 30
2023
Q2 		$1.19M Buy
8,449
+386
+5% +$52.2K 0.56% 29
2023
Q1 		$1.1M Buy
8,063
+267
+3% +$38.7K 0.59% 30
2022
Q4 		$1.08M Sell
7,796
-370
-5% -$52.2K 0.64% 29
2022
Q3 		$1.05M Buy
8,166
+212
+3% +$30.6K 0.67% 29
2022
Q2 		$1.08M Buy
7,954
+606
+8% +$90.2K 0.67% 27
2022
Q1 		$1.19M Sell
7,348
-546
-7% -$87K 0.66% 30
2021
Q4 		$1.31M Buy
7,894
+302
+4% +$50.3K 0.69% 26
2021
Q3 		$1.22M Sell
7,592
-149
-2% -$23.9K 0.69% 26
2021
Q2 		$1.28M Sell
7,741
-750
-9% -$124K 0.75% 25
2021
Q1 		$1.35M Buy
8,491
+78
+0.9% +$11.8K 0.86% 24
2020
Q4 		$1.11M Buy
+8,413
New +$993K 0.75% 27

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Veery Capital's IWN Position: Q2 2026 in Review

Veery Capital reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.57% in Q2 2026, selling an estimated $9.21K and leaving 7,702 shares worth $1.7M. The position accounts for 0.46% of the portfolio, ranked #24.

Veery Capital first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Veery Capital held 7,702 shares of iShares Russell 2000 Value ETF worth $1.7M as of Q2 2026.
  • Veery Capital sold 44 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.21K.
  • iShares Russell 2000 Value ETF made up 0.46% of Veery Capital's portfolio in Q2 2026, its #24 holding.
  • Veery Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.