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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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. 1,078 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.
1,078 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.