Veery Capital
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
Q3 		$1.54M Sell
7,373
-329
-4% -$72.8K 0.41% 29
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Hillcrest Wealth Advisors
Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Veery Capital's IWN Position: Q3 2026 in Review

Veery Capital reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q3 2026, selling an estimated $72.8K and leaving 7,373 shares worth $1.54M. The position accounts for 0.41% of the portfolio, ranked #29.

Veery Capital first reported a position in IWN in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q2 2026. 281 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Veery Capital held 7,373 shares of iShares Russell 2000 Value ETF worth $1.54M as of Q3 2026.
  • Veery Capital sold 329 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $72.8K.
  • iShares Russell 2000 Value ETF made up 0.41% of Veery Capital's portfolio in Q3 2026, its #29 holding.
  • Veery Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Veery Capital's iShares Russell 2000 Value ETF position peaked at $1.7M in Q2 2026.
  • 281 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.